Unclaimed
Jenny Behrens is a financial advisor at Edward Jones. Jenny has been in the industry since 2006 and is registered with the state of Wisconsin and Texas. Jenny has a strong background in financial planning and portfolio management, and is committed to providing her clients with personalized advice. Jenny has a Series 7 and Series 63 license. Jenny is dedicated to helping clients reach their financial goals, and has helped individuals, families, and businesses with a variety of financial needs. Jenny is also experienced in working with retirement planning, and is passionate about helping clients plan for a comfortable and secure retirement.
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
WI
08/09/2006 - Present
Edward Jones (ANTIGO WI)
BC
Issued 08/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
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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