Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Becker is a Registered Investment Advisor (IA) and has been active in the industry since April 2014. Jennifer is currently employed at Mariner Wealth, where she has been with the firm since April 2019. Her professional experience includes positions at Glenmede Trust Company and Mariner Wealth. Jennifer is a Series 65 licensed professional and has a strong background in financial planning, pension consulting, and portfolio management for both individuals and businesses. Jennifer's expertise spans a broad range of specializations, including financial planning, retirement planning, investment management, estate planning, insurance planning, and college savings. Jennifer has also been a member of the Board of Trustees for Executive Women of New Jersey since 2021. Jennifer is committed to helping clients achieve their financial goals and believes in providing personalized financial guidance to meet individual needs.
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.
Family office services
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.
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NJ
01/09/2020 - Present
Mariner Wealth (MADISON NJ)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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