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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 Ford Deloach is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Newedge Advisors. Jennifer has a proven track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Jennifer has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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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GA
03/06/2023 - Present
Newedge Advisors (Decatur GA)
GA
07/19/2018 - 04/30/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/17/2016 - 07/09/2018
ARKADIOS CAPITAL (Atlanta GA)
GA
09/23/2014 - 10/06/2016
TRIAD ADVISORS, INC. (ATLANTA GA)
NC
07/19/2012 - 11/26/2012
CERTUSSECURITIES, INC. (CHARLOTTE NC)
GA
05/09/2007 - 06/25/2010
ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)
GA
08/04/2005 - 05/11/2007
STERNE, AGEE & LEACH, INC. (ATLANTA GA)
GA
10/06/2004 - 07/20/2005
KALOS CAPITAL, INC. (ALPHARETTA GA)
TN
02/24/2003 - 08/24/2004
CURTISWOOD CAPITAL, LLC (NASHVILLE TN)
AL
08/07/2000 - 08/07/2002
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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