Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Montenegro is a financial advisor who has been in the industry since 2002. Jennifer is currently registered with Edward Jones in Tempe, Arizona. Jennifer has been registered with Edward Jones since November 2015. Prior to joining Edward Jones, Jennifer worked at H&R Block Financial Advisors, Inc. and Charles Schwab & Co., Inc. Jennifer is licensed in Arizona, Arkansas, Massachusetts, and Utah. Jennifer has a wide range of experience in the financial industry and is committed to providing her clients with personalized financial advice.
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
AZ
11/03/2015 - Present
Edward Jones (TEMPE AZ)
MI
08/24/2001 - 09/04/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
05/17/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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