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Jennifer Michelle Rowe

THE Pacific Financial Group, Inc.

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About Jennifer Michelle Rowe

Jennifer Rowe is a registered investment advisor representative with The Pacific Financial Group, Inc. Jennifer is also licensed to provide investment advice in Washington. Before joining The Pacific Financial Group, Inc., Jennifer was employed by Mutual of America Life Insurance Company and Mutual of America Securities Corporation in Lynnwood, WA. Jennifer holds a Series 63, a Series 65 and a Series 6 license. Jennifer has worked in the financial services industry for over 15 years.

Firm Information

Jennifer Rowe is currently registered with THE Pacific Financial Group, Inc.. THE Pacific Financial Group, Inc. is an investment advisor based in BELLEVUE, WA. They manage $3,734,718,964 in regulatory assets under management. They advise high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and other investment advisors. They offer financial planning and portfolio management for individuals and businesses.
THE Pacific Financial Group, Inc.

11811 NE FIRST ST

BELLEVUE, WA 98005

$3.73B

Assets Under Management

400

Total Clients

18

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Rowe’s Registration & Firm History

WA

11/07/2007 - Present

THE Pacific Financial Group, Inc. (BELLEVUE WA)

WA

09/15/2003 - 08/24/2007

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (LYNNWOOD WA)

WA

09/15/2003 - 08/24/2007

MUTUAL OF AMERICA SECURITIES CORPORATION (LYNNWOOD WA)

MA

03/21/2002 - 08/26/2003

SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/23/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Michelle Rowe.
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