Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Eggers is an investment advisor representative with Marcum Wealth, LLC. Jennifer has been in the financial industry for over 14 years. She is registered with the state of Florida as a Registered Investment Advisor and with the state of Ohio. Jennifer holds the Series 6, 63, and 65 licenses and the SIE exam. Jennifer has worked for several financial firms including IMA Wealth, StanCorp Equities, Inc., CAPFINANCIAL SECURITIES, LLC., and LPL FINANCIAL LLC. Her previous work history also includes employment at Assured Partners of CO dba/The Wright Group, Independent Financial Partners, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc.
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.
Consulting
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
OH
06/03/2024 - Present
Marcum Wealth, LLC (CLEVELAND OH)
CO
08/26/2019 - 05/13/2022
IMA WEALTH (DENVER CO)
CO
03/07/2016 - 12/17/2018
STANCORP EQUITIES, INC. (DENVER CO)
CO
09/30/2015 - 03/22/2016
CAPFINANCIAL SECURITIES, LLC. (Denver CO)
CO
09/30/2014 - 10/02/2015
LPL FINANCIAL LLC (DENVER CO)
CO
02/11/2009 - 10/23/2014
FINANCIAL TELESIS INC (DENVER CO)
MA
04/20/2001 - 03/22/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
10/21/1998 - 02/29/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/21/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jennifer Eggers is the right advisor for you? Invested Better is here to help.
