Unclaimed
Jennifer Ines Napper is a financial advisor with Raymond James & Associates, Inc. Jennifer has been in the financial industry for over 15 years. She has a wide range of experience providing financial advice to individuals, families, and businesses. Jennifer is also a Certified Financial Planner (CFP®). She is committed to helping her clients achieve their financial goals. Her previous experience includes working with MetLife Securities Inc., MML Investors Services, LLC, and MassMutual Life Insurance Co. Jennifer is licensed in Arizona, California, Colorado, Delaware, Florida, Idaho, Illinois, Iowa, Maine, Nevada, New York, Oregon, South Carolina, Texas, Virginia, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/07/2019 - Present
Raymond James & Associates, Inc. (Walnut Creek CA)
CA
03/25/2017 - 11/07/2018
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
02/24/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
10/31/2007 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (WALNUT CREEK CA)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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