Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elizabeth Perry is a financial advisor at Vanguard Advisers, Inc., a firm with a strong focus on financial planning and portfolio management. Jennifer has been in the financial industry for over 15 years, and has a strong background in investment management, working previously with Wells Fargo Clearing Services, LLC and Vanguard Marketing Corporation. Jennifer is also a Certified Financial Planner, demonstrating her commitment to providing comprehensive financial guidance. She has a diverse client base, including individuals, high-net-worth individuals, charitable organizations, and pension plans. Jennifer's primary office is located in Malvern, Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
PA
01/28/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
09/16/2016 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (CONSHOHOCKEN PA)
PA
01/05/2007 - 08/22/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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