Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Elkins is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. Jennifer previously worked at Sterne, Agee & Leach, Inc., Southwest Securities, Inc., and Stephens Inc.. Jennifer holds the Series 7, Series 63, and SIE licenses. Jennifer specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Jennifer's expertise includes portfolio management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
09/18/2013 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
TX
01/23/2006 - 08/29/2013
STERNE, AGEE & LEACH, INC. (DALLAS TX)
TX
07/20/2001 - 01/20/2006
SOUTHWEST SECURITIES, INC. (DALLAS TX)
AR
06/02/1999 - 07/18/2001
STEPHENS INC. (LITTLE ROCK AR)
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
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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