Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ohms is a financial advisor at Raymond James & Associates, Inc. Jennifer has been in the financial services industry since 2001. Jennifer holds a Series 7, Series 63, Series 99TO, and Series 24 license. Jennifer's previous employers include TRANSAMERICA FINANCIAL ADVISORS, INC, BONDS.COM, INC., NEWEDGE USA, LLC, RBC CAPITAL MARKETS CORPORATION, FIRST TENNESSEE SECURITIES CORP., and MILLER JOHNSON STEICHEN KINNARD, INC.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/26/2016 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
FL
03/23/2015 - 01/26/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
NY
02/25/2012 - 05/23/2012
BONDS.COM, INC. (NEW YORK NY)
NY
05/17/2011 - 11/30/2011
NEWEDGE USA, LLC (NEW YORK NY)
NY
08/28/2003 - 09/24/2010
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
TN
08/02/2001 - 08/27/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
MN
04/18/2001 - 06/04/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
BC
Issued 05/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Ohms is the right advisor for you? Invested Better is here to help.
