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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Merges is a registered investment advisor representative. Jennifer is currently registered with GHP Investment Advisors Inc. and Israel Investment Advisors, LLC. She is licensed to provide investment advisory services in Colorado. Jennifer has been in the financial services industry since 1996. Her prior experience includes roles at Fidelity Brokerage Services LLC and OppenheimerFunds Distributor, Inc. Jennifer holds the Series 6, 7, 63 and 66 licenses.
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.
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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2
CO
05/25/2021 - Present
GHP Investment Advisors Inc. (DENVER CO)
CO
08/30/2019 - 08/26/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
NY
11/27/1996 - 06/11/1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 05/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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