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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 Scroggins is an investment advisor representative with Osaic Wealth, Inc. Jennifer is registered with the state of Texas and has been in the securities industry since 1995. Jennifer has been involved in financial advising and investing for over 25 years, working with clients in the San Antonio area and beyond. Jennifer works with both individuals and institutions. She is passionate about helping clients reach their financial goals. Jennifer has been affiliated with Osaic Wealth, Inc. since 2018 and previously worked with Signator Investors, Inc., Riverstone Wealth Management, Inc., MML Investors Services, Inc., Compass Brokerage, Inc., and Capital Brokerage Corporation.
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.
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.
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2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (San Antonio TX)
TX
04/20/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
10/05/2009 - 04/23/2012
RIVERSTONE WEALTH MANAGEMENT, INC. (SAN ANTONIO TX)
TX
02/06/2002 - 07/14/2009
MML INVESTORS SERVICES, INC. (SAN ANTONIO TX)
AL
09/08/2001 - 01/18/2002
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
VA
01/24/1995 - 02/13/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
08/10/1993 - 02/11/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 08/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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