Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jones is a financial advisor with over 8 years of experience in the financial services industry. Jennifer has a wide range of experience working with clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jennifer is currently registered with Avantax Advisory Services, DKCB Financial Advisors, LLC, and Davie Kaplan Wealth Care Advisors, LLC. She offers a variety of services including financial planning, portfolio management for individuals and businesses, and participant enrollment meetings. Jennifer is committed to providing her clients with personalized advice and guidance to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/24/2023 - Present
Avantax Advisory Services (DALLAS TX)
NY
07/06/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCHESTER NY)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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