Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Smith is a financial advisor with over 13 years of experience in the financial services industry. Jennifer is currently registered with J.P. Morgan Securities LLC and has previously been registered with Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Jennifer holds Series 63, Series 66, Series 6TO, SIE, and Series 7 licenses. Jennifer is a highly experienced financial advisor who is dedicated to providing her clients with personalized financial advice and investment strategies.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
09/15/2022 - Present
J.p. Morgan Securities LLC (FALLBROOK CA)
CA
04/04/2019 - 04/27/2021
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
CA
01/03/2011 - 03/21/2012
WELLS FARGO ADVISORS, LLC (TEMECULA CA)
CA
05/30/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TEMECULA CA)
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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