Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Joanna Castro is a financial professional with over 10 years of experience in the industry. Jenny is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and previously worked with J.P. Morgan Securities LLC. Jenny holds the Series 6, Series 63 and SIE licenses and is registered in 51 states. Jenny specializes in Financial Planning, Portfolio Management for Individuals, 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
12/09/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/30/2012 - 12/02/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BC
Issued 12/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jenny Castro is the right advisor for you? Invested Better is here to help.
