Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Abernathy is a financial advisor with Edward Jones, a firm based in St. Louis, Missouri. Jocelyn is a Certified Financial Planner and has been in the financial industry for over 15 years, and has a strong track record of helping clients achieve their financial goals. Jocelyn has experience working with individual clients, families, businesses, and retirement plans. Jocelyn is a dedicated and passionate financial advisor who is committed to providing her clients with the highest level of service and expertise.
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
04/10/2017 - Present
Edward Jones (SAN ANTONIO TX)
TX
09/16/2013 - 04/04/2017
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
08/14/2012 - 09/19/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
02/15/2008 - 08/10/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/06/2006 - 09/18/2007
WELLS FARGO INVESTMENTS, LLC (EL PASO TX)
TX
08/17/2004 - 04/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
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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