Unclaimed
Jennifer Redman is a financial advisor who has been in the industry since 2000. Jennifer is currently registered with Edward Jones and has been with the firm since 2005. Jennifer is licensed in 21 states and has a Series 7, Series 63, Series 65, and SIE license. Jennifer specializes in working with individuals, businesses, partnerships, trusts, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans.
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.
See schedule d - miscellaneous
1
2
CA
11/11/2005 - Present
Edward Jones (MORRO BAY CA)
MA
03/19/2004 - 08/26/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
10/10/2000 - 03/23/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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