Unclaimed
Jennifer Vazquez is a registered representative with Edward Jones and has been in the industry since December 2013. Jennifer is licensed to conduct business in Arizona, California, Colorado, Louisiana, Maine, New Hampshire, New Mexico, Ohio, Oklahoma, Texas, and Washington. She holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Jennifer has specialized in financial planning, pension consulting, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
05/01/2024 - Present
Edward Jones (ROUND ROCK TX)
TX
12/26/2013 - 04/07/2014
J.P. MORGAN SECURITIES LLC (ROUND ROCK TX)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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