Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jost is an investment advisor representative with Simplicity Wealth. Jennifer has over 15 years of experience in the financial services industry. Jennifer holds the Series 6, 7, 63, and 66 securities licenses. Jennifer is also a Certified Divorce Analyst (CDFA) and Certified Money Coach (CMC). Jennifer specializes in providing financial planning, investment management, and retirement planning services. Jennifer works with a variety of clients, including individuals, families, and businesses. Jennifer is committed to 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.
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.
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.
1
2
NC
02/17/2025 - Present
Simplicity Wealth (Charlotte NC)
CA
10/11/2014 - 03/13/2020
AMERITAS INVESTMENT COMPANY, LLC (SAN RAMON CA)
CA
08/28/2013 - 09/12/2013
KOVACK SECURITIES INC. (BRENTWOOD CA)
CA
09/23/2009 - 07/11/2013
EDWARD JONES (BRENTWOOD CA)
CA
08/05/2008 - 07/01/2009
PARK AVENUE SECURITIES LLC (PLEASANTON CA)
CA
10/18/2007 - 07/25/2008
ING FINANCIAL PARTNERS, INC. (BRENTWOOD CA)
CA
12/01/2005 - 10/24/2007
WORLD GROUP SECURITIES, INC. (CONCORD CA)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jennifer Jost is the right advisor for you? Invested Better is here to help.
