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Jennifer Vaughn Kerr

Slavic Mutual Funds Management Corp.

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About Jennifer Vaughn Kerr

Jennifer Vaughn Kerr is an investment advisor representative with Slavic Mutual Funds Management Corp. Jennifer has been in the industry for over 17 years and holds Series 6, 63, and 65 licenses. Jennifer has prior experience with firms such as Intersecurities, Inc., Securities America, Inc., and Jefferson Pilot Securities Corporation. Her expertise includes financial planning and portfolio management for individuals. Slavic Mutual Funds Management Corp. is a registered investment advisor with a focus on pension consulting, financial planning, and portfolio management for individuals. The firm manages over $5.5 billion in assets for over 1000 clients.

Firm Information

Jennifer Kerr is currently registered with Slavic Mutual Funds Management Corp.. Slavic Mutual Funds Management Corp. is a Boca Raton, Florida-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Slavic Mutual Funds Management Corp. participates in wrap fee programs.
Slavic Mutual Funds Management Corp.

1075 BROKEN SOUND PARKWAY NW

BOCA RATON, FL 33487-3540

$5.59B

Assets Under Management

Not reported

Total Clients

11

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Kerr’s Registration & Firm History

FL

07/24/2018 - Present

Slavic Mutual Funds Management Corp. (BOCA RATON FL)

FL

09/30/2004 - 04/28/2006

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NE

04/12/2002 - 09/10/2004

SECURITIES AMERICA, INC. (LAVISTA NE)

IN

12/21/2001 - 05/01/2002

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 06/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Vaughn Kerr.
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