Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Sturm is a financial advisor registered with Raymond James & Associates, Inc. Jennifer has over 20 years of experience in the financial industry. Jennifer has held positions at BBVA Securities Inc., PNC Investments, and Southtrust Securities, LLC. Jennifer is licensed to offer securities and investment advisory services in Florida, Texas, and other states. Jennifer specializes in providing financial planning, portfolio management, and other investment services to individuals and businesses.
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
FL
11/09/2022 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
08/16/2021 - 05/11/2022
PNC INVESTMENTS (Jacksonville FL)
FL
05/16/2013 - 08/17/2021
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
01/03/2005 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
AL
11/04/2002 - 01/03/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2002
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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