Unclaimed
Jennifer Ingham Shelley is an Investment Adviser Representative with Newedge Advisors. Jennifer has been in the industry since 2000 and is registered with the state of Florida. Jennifer specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals. Jennifer also works as a Client Relationship Manager for Ingham Retirement Group.
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.
1
2
FL
11/28/2022 - Present
Newedge Advisors (Palmetto Bay FL)
FL
09/15/2000 - 05/20/2003
DP ASSET MANAGEMENT, INC. (ORLANDO FL)
IA
Issued 07/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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