Unclaimed
Jennifer Lynn Kruger is a financial advisor who has been in the industry since 2002. Jennifer is currently registered with OneDigital Investment Advisors and is also registered with the state of Florida. Jennifer has a broad range of experience with previous roles at TRIAD ADVISORS LLC, LPL FINANCIAL LLC, NRP FINANCIAL, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AMSOUTH INVESTMENT SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Jennifer has also been recognized as a top advisor with multiple awards and accolades.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/20/2020 - Present
Onedigital Investment Advisors (Orlando FL)
FL
02/24/2017 - 08/23/2024
TRIAD ADVISORS LLC (Orlando FL)
FL
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (WINTER PARK FL)
FL
01/24/2008 - 11/30/2010
NRP FINANCIAL, INC. (WINTER PARK FL)
FL
11/16/2005 - 01/25/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
IN
11/16/2005 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AL
09/03/2003 - 10/17/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
01/03/2002 - 08/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/03/2002 - 08/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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