Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Erwin is a financial advisor with Edward Jones. Jennifer has been in the financial services industry since 2001. She has a combined 15+ years of experience at both Edward Jones and Janney Montgomery Scott. Jennifer specializes in providing financial planning, investment management, and retirement planning for individuals, families, and businesses. She is committed to helping her clients achieve their financial goals. She has a Series 7, Series 63, and Series 66 license. Jennifer is registered with FINRA as an investment advisor representative.
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
SC
11/14/2008 - Present
Edward Jones (ABBEVILLE SC)
SC
01/26/2005 - 07/26/2006
JANNEY MONTGOMERY SCOTT LLC (SPARTANBURG SC)
NJ
02/14/2001 - 11/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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