Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marlow Baham is a financial advisor with over 16 years of experience in the industry. Jennifer is a Certified Financial Planner™ and holds the Series 66, Series 7, and SIE licenses. Jennifer is currently registered with MAI Capital Management, LLC and is also registered with the state of Colorado. Jennifer has previously been employed with Ameriprise Financial Services, Inc. and Harbor Wealth Management. Jennifer specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, pension consulting, selection of other advisors, and due diligence/research. Jennifer also offers educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
CO
05/23/2024 - Present
MAI Capital Management, LLC (Boulder CO)
CO
06/08/2007 - 08/21/2015
AMERIPRISE FINANCIAL SERVICES, INC. (THORNTON CO)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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