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 Perry is a financial advisor who has been in the industry since June 12, 2001. Jennifer is currently registered with Private Client Services, LLC in Columbus, Indiana and has been with the firm since August 8, 2019. Jennifer holds the Series 63, Series 7, and SIE licenses. Prior to her current role, Jennifer has held positions at CFD Investments, Inc., Private Consulting Group, Inc., CUSO Financial Services, L.P., Wells Fargo Investments, LLC, and Wells Fargo Brokerage Services, L.L.C. Jennifer specializes in providing financial planning, portfolio management, and selection of other advisors. Jennifer's firm manages approximately $845,810,789 in assets for individuals, corporations, and retirement plans.
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.
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.
1
2
IN
08/08/2019 - Present
Private Client Services, LLC (COLUMBUS IN)
IN
04/03/2007 - 08/08/2019
CFD INVESTMENTS, INC. (COLUMBUS IN)
IN
04/05/2006 - 07/14/2006
PRIVATE CONSULTING GROUP, INC. (COLUMBUS IN)
CA
04/12/2002 - 06/30/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
12/13/2000 - 02/28/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
11/09/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 12/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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