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Jennifer McCall

Mutual OF America Securities LLC

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About Jennifer McCall

Jennifer McCall is a financial advisor with over 15 years of experience in the industry. Jennifer is currently registered with Mutual of America Securities LLC. Prior to joining Mutual of America Securities LLC, Jennifer was associated with Mutual of America Life Insurance Company, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Edward Jones. Jennifer holds the Series 7, Series 63, Series 66 and SIE licenses. Jennifer is registered in Alaska, Idaho, Montana, Oregon, and Washington.

Firm Information

Jennifer McCall is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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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Jennifer McCall’s Registration & Firm History

WA

07/11/2017 - Present

Mutual OF America Securities LLC (Kirkland WA)

WA

07/11/2017 - 10/15/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Kirkland WA)

CA

01/13/2016 - 06/20/2017

FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)

CA

10/15/2009 - 01/04/2016

CHARLES SCHWAB & CO., INC. (CAMPBELL CA)

CA

03/28/2006 - 02/03/2009

EDWARD JONES (LOS GATOS CA)

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Licenses & Designations

BOTH

Issued 01/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer McCall.
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