Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lawyer James is a financial advisor with over 20 years of experience in the financial services industry. Jennifer currently holds a Series 7 and Series 66 license and is affiliated with Raymond James Financial Services Advisors, Inc.. Jennifer has a proven track record of success in helping 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/27/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
10/21/2013 - 03/19/2018
CUSO FINANCIAL SERVICES, L.P. (PORTLAND OR)
OR
03/12/2002 - 02/01/2013
AMERIPRISE FINANCIAL SERVICES, INC. (GRESHAM OR)
MN
03/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/25/1998 - 11/07/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1998 - 11/07/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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