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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elaine Shinn is an investment advisor representative with West Coast Financial, LLC. Jennifer is registered with the state of California. Jennifer is associated with West Coast Financial, LLC in Portland, Oregon and Santa Barbara, California. Jennifer's firm, West Coast Financial, LLC, provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Jennifer's firm has approximately $1.9 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
06/16/2016 - Present
West Coast Financial, LLC (PORTLAND OR)
IA
Issued 12/18/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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