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Jennifer Knox Hicks

LNW

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About Jennifer Knox Hicks

Jennifer Knox Hicks is a registered Investment Advisor Representative with LNW. Jennifer is based in San Francisco, CA. She has been working in the financial services industry since December 2013. Jennifer is licensed to provide investment advice in California. LNW is headquartered in San Francisco, CA. The firm's main office is located at 580 California St. LNW provides investment advisory services for individuals, high-net-worth individuals, pooled investment vehicles, corporations, and charitable organizations.

Firm Information

Jennifer Hicks is currently registered with LNW. LNW Advisors is an investment advisor registered with the SEC. The firm, headquartered in San Francisco, CA, has 62 employees and manages approximately $7.28 billion in assets. LNW Advisors provides a variety of advisory services, including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
LNW

580 CALIFORNIA ST.

SAN FRANCISCO, CA 94104

$7.28B

Assets Under Management

1

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Hicks’s Registration & Firm History

CA

01/11/2016 - Present

LNW (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 01/11/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Knox Hicks.
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