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Jennifer Morgan Gunn

Sterling Capital Distributors, LLC

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About Jennifer Morgan Gunn

Jennifer Gunn is a financial advisor with Sterling Capital Distributors, LLC, a firm that is not registered as an Investment Advisor with the SEC. Jennifer has over 12 years of experience in the financial services industry. Jennifer has passed the Series 6, Series 63 and SIE exams and is registered as a Broker/Dealer with FINRA and in 51 states. Jennifer's previous experience includes working at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and WELLS FARGO ADVISORS, LLC.

Firm Information

Jennifer Gunn is currently registered with Sterling Capital Distributors, LLC. Sterling Capital Distributors, LLC is a Limited Liability Company formed in January 2012. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

10

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 Gunn’s Registration & Firm History

NC

01/24/2023 - Present

Sterling Capital Distributors, LLC (CHARLOTTE NC)

NC

10/08/2010 - 03/04/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

12/15/2008 - 03/12/2010

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 04/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Morgan Gunn.
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