Unclaimed
Jennifer Dougherty is a financial advisor at Edward Jones. Jennifer has been in the financial services industry for over 15 years and holds a Series 7, Series 63, and Series 66 license. Jennifer has also completed the Securities Industry Essentials Exam. Jennifer is registered with the state of Tennessee and Texas. Jennifer has extensive experience working with individual investors, including those who are just starting out and high-net-worth individuals. Jennifer is also experienced in working with businesses, pension plans and other institutional clients. Jennifer specializes in providing financial planning, portfolio management and selection of other advisers.
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.
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.
See schedule d - miscellaneous
1
2
TN
07/22/2020 - Present
Edward Jones (SHELBYVILLE TN)
TN
08/09/2018 - 02/12/2019
EDWARD JONES (SHELBYVILLE TN)
TN
09/29/2004 - 05/03/2007
EDWARD JONES (TULLAHOMA TN)
MO
11/11/2003 - 03/22/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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