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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jones Thomas is a financial advisor with Henssler Financial. Jennifer has been in the financial industry since 1986 and has a wealth of experience in providing financial advice to individuals, families, and businesses. Jennifer is a Certified Financial Planner and holds the Series 4, 6, 7, 8, 24, 63, and 65 licenses. Jennifer specializes in providing comprehensive financial planning services, including retirement planning, investment management, and estate planning. Jennifer is committed to helping her clients 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.
Strategic management for diversified investment portfolios.
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.
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2
GA
04/18/2006 - Present
Henssler Financial (KENNESAW GA)
GA
06/13/2005 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
PA
08/20/2002 - 05/20/2005
CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)
MD
10/07/1998 - 07/12/2002
INCAP SECURITIES, INC. (BALTIMORE MD)
TX
10/31/1990 - 09/15/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
04/29/1986 - 08/10/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/05/1988
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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