Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lam is a financial advisor at Mariner Wealth. Jennifer has been in the financial industry for over 10 years. Jennifer holds Series 6, 7, 9, 10, 63, and 66 licenses. Jennifer has previously worked at J.P. MORGAN SECURITIES LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA INVESTMENT SERVICES, INC. Jennifer is licensed to provide investment advice in California.
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.
Family office services
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
CA
06/12/2024 - Present
Mariner Wealth (San Bruno CA)
CA
09/29/2023 - 05/18/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
07/08/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
10/21/2013 - 06/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
02/26/2008 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 07/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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