Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Graves is a financial advisor with Principal Asset Management, based in Charlotte, North Carolina. Jennifer has over 6 years of experience in the financial services industry. Jennifer specializes in providing investment advisory services to individuals, businesses, pooled investment vehicles, and investment companies. Jennifer is registered with the state of North Carolina. Jennifer has been recognized for her expertise in the industry.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
NC
10/10/2022 - Present
Principal Asset Management (Charlotte NC)
NC
09/23/2021 - 10/01/2022
J.P. MORGAN SECURITIES LLC (Concord NC)
NC
03/29/2017 - 08/26/2021
WELLS FARGO CLEARING SERVICES, LLC (CONCORD NC)
NC
02/27/2016 - 01/26/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Graves is the right advisor for you? Invested Better is here to help.
