Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Yeh is a registered investment advisor representative with McManus Cooper and has been in the industry since 2011. Jennifer Yeh is registered with the state of California, Florida, Georgia, Mississippi, Texas, and Utah. Jennifer Yeh has experience working with Securities America, Inc. and Morgan Stanley Smith Barney. Jennifer Yeh is also a Managing Partner of Taylor Moor LLC and a Partner of Strategies Group LLC. Jennifer Yeh specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jennifer Yeh offers compensation arrangements such as fixed fees, hourly charges, and a percentage of assets.
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.
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.
Solicitor/referral fees
1
2
CA
05/16/2022 - Present
McManus Cooper (San Jose CA)
CA
11/30/2011 - 05/17/2022
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
02/02/2011 - 09/09/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
BOTH
Issued 03/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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