Unclaimed
Jennifer Humphreys is an Investment Advisor Representative with Edward Jones, having joined in August 2020. Jennifer has been in the financial services industry for over 10 years. Jennifer holds the Series 7, 66, and SIE licenses and is registered in 15 states, including Oregon, Texas and California. Jennifer has experience in working with a variety of client types, including individuals, families, businesses, and retirement plans. In addition to working with clients, Jennifer is also involved in the community. She is a member of the Beaverton Chamber of Commerce and is an active volunteer for several local organizations. Jennifer is committed to providing her clients with the highest level of personalized service. She believes in building strong relationships with her clients and helping them achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
OR
12/11/2023 - Present
Edward Jones (BEAVERTON OR)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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