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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 Capo is a financial advisor who has been working in the industry since 1992. Jennifer has a background in both securities and investment advisory, with expertise in a wide range of financial products and services. Jennifer is currently registered with Newedge Advisors, LLC in Pasadena, CA, and is licensed in California. Jennifer has been with Newedge Advisors, LLC since 2022 and previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Pasadena, CA. Jennifer has a passion for helping clients achieve their financial goals and has the experience and knowledge to guide them through the complex world of investments.
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.
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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CA
05/23/2022 - Present
Newedge Advisors (Pasadena CA)
CA
01/13/2010 - 04/27/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)
CA
09/21/2005 - 11/13/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)
AZ
09/17/2002 - 09/02/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
10/12/2001 - 04/25/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
05/01/1998 - 10/16/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/11/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
08/28/1997 - 03/10/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
11/19/1993 - 08/28/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
03/18/1993 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
07/24/1992 - 03/08/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BOTH
Issued 01/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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