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Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT BEACH, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hong is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been working in the securities industry since January 5, 2020, and has been registered with Merrill Lynch since March 2021. Before that, Jennifer worked for J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Jennifer holds Series 7TO, SIE and Series 66 licenses. Jennifer's specializations include portfolio management for businesses, portfolio management for individuals, and selection of other advisers.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Clearing Services, LLC

location

SACRAMENTO, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Marie Freamon is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Jennifer has been in the securities industry since October 1997. Jennifer has passed the Series 7, Series 63, and Series 65 exams, as well as the Securities Industry Essentials Exam. Jennifer holds registrations in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Idaho, Indiana, Iowa, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, North Carolina, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, and Washington. Jennifer is affiliated with the Sacramento, CA branch office of Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

SAN DIEGO, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynn Eggleston is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Jennifer is a registered representative in 51 states and an investment advisor representative in Iowa and Texas. Jennifer holds the Series 63, 66, 7, 9, 10, 31, and SIE licenses. Prior to joining LPL Financial LLC, Jennifer was with RBC Capital Markets, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

UBS Financial Services Inc.

location

LOS ANGELES, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Thompson is a financial advisor with UBS Financial Services Inc. Jennifer has been in the industry since July 23, 2001, and holds registrations in Arkansas, California, Florida, Massachusetts, Utah and Washington. Jennifer's current registrations are with UBS Financial Services Inc. in Los Angeles, CA and Wellington, FL. Jennifer Thompson is a registered representative and investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

LNW | CFA ® (Certifications)

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Jennifer Jing Chan is a financial advisor who has been in the industry since 2014. Jennifer is currently registered with LNW in San Francisco, California. Jennifer has experience working at Wells Fargo and Wetherby Asset Management. Jennifer holds the Chartered Financial Analyst designation. Jennifer specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jennifer is a registered investment advisor in California.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network

location

Fresno, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Williams is a financial advisor with over 18 years of experience in the industry. Jennifer Williams is currently registered with Commonwealth Financial Network and is licensed to provide investment advice in California, Arizona, Hawaii, Idaho, Montana, Oregon, Tennessee, Texas, Utah, and Wyoming. Jennifer Williams has also held a registration with PRINCIPAL SECURITIES, INC. in the past. Jennifer Williams's specialties include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Alta Loma, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Jackson is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been in the industry for over 10 years and is licensed in 24 states. Jennifer holds Series 7TO, Series 66 and SIE licenses. Jennifer specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and trusts.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Newedge Advisors

location

Pasadena, CA

0 Disclosures

ADVISOR BIO

Jennifer Capo is a financial advisor who has been working in the industry since 1992. Jennifer has a background in both securities and investment advisory, with expertise in a wide range of financial products and services. Jennifer is currently registered with Newedge Advisors, LLC in Pasadena, CA, and is licensed in California. Jennifer has been with Newedge Advisors, LLC since 2022 and previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Pasadena, CA. Jennifer has a passion for helping clients achieve their financial goals and has the experience and knowledge to guide them through the complex world of investments.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Capital Group Private Client Services, Inc.

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Jennifer Cook is a registered investment advisor representative with Capital Group Private Client Services, Inc. Jennifer holds a Series 63 license and is also a licensed Investment Advisor Representative. Jennifer has a strong background in the financial services industry, with over 20 years of experience. Jennifer has worked with a variety of clients, including individuals, families, trusts, and charitable organizations. She is committed to providing her clients with personalized financial advice and guidance. Jennifer is also a member of the American Institute of Certified Public Accountants (AICPA).

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

IRVINE, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Marie Ahern is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Jennifer is a registered representative with both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). She is also a registered investment advisor. Jennifer has a wide range of experience in the financial services industry, including experience as a registered representative with Salomon Smith Barney Inc. She holds several professional licenses, including Series 7, Series 24, and Series 63. Jennifer specializes in financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. She also provides consulting and other non-discretionary advisory services. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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