ADVISOR BIO

Jennifer Lynn Lamb is a registered Investment Advisor Representative with Cox Advisors, LLC in Chandler, Arizona. Jennifer has been working in the financial industry since 2015 and has a Series 65 license. Jennifer's firm provides financial planning, portfolio management for individuals and pooled investment vehicles. They serve a variety of clients, including high net worth individuals, pooled investment vehicles, and individuals other than high net worth.

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ADVISOR BIO

Jennifer Lynn Akins is a financial advisor with over 16 years of experience in the industry. Jennifer is a Registered Representative with LPL Financial LLC, where she has been employed since July 2013. Previously, Jennifer worked at Cambridge Investment Research, Inc. and LINSCO/Private Ledger Corp. She holds Series 66, Series 7, and SIE licenses. Jennifer specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. Jennifer is also a Certified Financial Planner.

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ADVISOR BIO

Jennifer Erickson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. Jennifer has been in the industry since 1999 and has a broad range of experience. Jennifer has a Series 7, Series 6, and Series 24 license as well as the SIE exam. Jennifer is a skilled financial planner and has been recognized for her expertise in providing a wide range of financial services to clients.

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ADVISOR BIO

Jennifer Lynne Funke is a financial professional with over 16 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. and has previously worked with SECURITIES AMERICA, INC., KMS FINANCIAL SERVICES, INC., and GENEOS WEALTH MANAGEMENT, INC. Jennifer is a Series 6, SIE, and Series 63 licensed representative. She specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Jennifer Lind Parrish is a registered representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Jennifer has been in the financial services industry since 1998. Jennifer holds the Series 6, Series 99TO, and SIE licenses. Jennifer specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Jennifer Hinckley Walker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since 1995. Jennifer holds a Series 63 license, a Series 65 license, a Series 66 license, a Series 7 license, a Series 31 license and a Series 52 license. Jennifer is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jennifer specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jennifer is committed to helping clients achieve their financial goals through a personalized approach.

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ADVISOR BIO

Jennifer Lane is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Florida, Georgia, and North Carolina. Jennifer is also registered with FINRA and has a Series 65, Series 63, Series 7, Series 9, Series 10, Series 24 and Series 31 licenses. Prior to joining Osaic Wealth, Inc. Jennifer worked at Triad Advisors LLC and Raymond James Financial Services, Inc. Jennifer has extensive experience in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Jennifer Lynn Draheim is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Osaic Wealth, Inc. and has previously worked with firms such as Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., VALIC Financial Advisors, Inc., Charles Schwab & Co., Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jennifer holds Series 6, 7, 24, and 63 licenses and has passed the Securities Industry Essentials (SIE) exam. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Jennifer Romano is a registered investment advisor with Cambridge Investment Research Advisors, Inc. Jennifer has been in the securities industry since July 1995. Jennifer is licensed to provide financial advice in Arizona, Hawaii, Nevada, and Texas. Jennifer has extensive experience in financial planning, portfolio management, and investment advisory services for individuals and businesses. Jennifer also holds Series 6, 7, 26, 63, and 65 licenses. Jennifer has worked with a number of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jennifer's experience and expertise make her an ideal choice for individuals and businesses looking for comprehensive financial advice.

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ADVISOR BIO

Jennifer Rose Khallouf is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Tucson, Arizona. Jennifer has been in the industry since January 6, 2020. Jennifer's firm is one of the largest investment firms in the United States, with over $1.3 trillion in assets under management. The firm provides a wide range of financial services to individuals, businesses, and institutions. Jennifer is licensed to provide investment advice and sell securities in Arizona, California, Colorado, Florida, Kansas, Maine, Massachusetts, Michigan, Nevada, New Mexico, Texas, and Utah. Jennifer specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Jennifer holds Series 7, 63, and 66 licenses and the SIE certification.

SPECIALIZATIONS