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 Lamb is a registered Investment Advisor Representative with Cox Advisors, LLC in Chandler, Arizona. Jennifer has been working in the financial industry since 2015 and has a Series 65 license. Jennifer's firm provides financial planning, portfolio management for individuals and pooled investment vehicles. They serve a variety of clients, including high net worth individuals, pooled investment vehicles, and individuals other than high net worth.
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.
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.
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AZ
09/11/2017 - Present
COX Advisors, LLC (Chandler AZ)
IA
Issued 09/02/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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