Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cray is a financial advisor registered with Forum Financial Management, LP, in Menlo Park, CA. Jennifer has been in the industry since 2001. She is a Certified Financial Planner. Jennifer specializes in providing financial planning and investment management services for individuals, high-net-worth individuals, and businesses. Jennifer also serves on the board of directors and finance committee for the Greenmeadow Community Association Scholarship Fund, Inc.
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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CA
05/11/2023 - Present
Forum Financial Management, LP (MENLO PARK CA)
NJ
06/07/2001 - 09/28/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 10/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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