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Jennifer Margret Flores

Usaa Investment Services Co.

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About Jennifer Margret Flores

Jennifer Margret Flores is a financial professional with over 15 years of experience in the industry. Jennifer is currently registered with USAA Investment Services Co. and has been with the firm since February 2007. Prior to that, Jennifer worked with USAA Financial Advisors, Inc. from July 2008 to August 2020. Jennifer has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice and investment strategies. Jennifer is a Series 27, SIE, and Series 99TO licensed professional.

Firm Information

Jennifer Flores is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

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.

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other

Referral fees pursuant to a referral agreement

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Jennifer Flores’s Registration & Firm History

TX

02/02/2007 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

07/07/2008 - 08/31/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 01/31/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Margret Flores.
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