ADVISOR BIO

Jennifer Michelle Zislin is an active registered representative with Morgan Stanley, registered in both Florida and Texas. Jennifer holds the Series 63, 65, 7TO and SIE licenses. Jennifer has been active in the industry since June 2019 and has extensive experience in the financial services industry.

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ADVISOR BIO

Jennifer Tang is a financial advisor at Facet. Jennifer is licensed in Florida and Texas. Jennifer specializes in financial planning and portfolio management for individuals. Jennifer holds the Certified Financial Planner designation. Jennifer has over 20 years of experience in the financial services industry.

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ADVISOR BIO

Jennifer Richards is a financial advisor with over 15 years of experience in the industry. Jennifer is currently registered with J.p. Morgan Securities LLC. Jennifer is a Certified Financial Planner and has held previous roles at Chase Investment Services Corp. and Fifth Third Securities, Inc.

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ADVISOR BIO

Jennifer Anne Davco is a financial advisor with Ameriprise Financial Services, LLC. Jennifer is a registered representative with FINRA, holding the Series 6, SIE and Series 63 licenses. Jennifer has been in the industry since 2002 and has a strong background in providing financial advice to a wide range of clients, including individuals, families, businesses, and non-profit organizations. Jennifer is committed to providing personalized financial advice and helping clients achieve their financial goals.

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Jennifer Cincotta is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since October 28, 2008. Jennifer is licensed to offer securities and investment advisory services in multiple states. Jennifer is a Series 7 and 63 licensed representative with experience at Morgan Stanley. She is currently offering services from the Boca Raton, FL branch office.

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Jenny Rothstein is a financial advisor at Charles Schwab & Co., Inc. Jenny has over 20 years of experience in the financial services industry. Jenny has been registered as a Registered Representative with FINRA and as an Investment Advisor Representative with the state of Florida since 2002. Jenny specializes in providing financial advice to individuals and families. Jenny holds the Series 7, Series 63, and Series 65 licenses. Jenny also holds the Securities Industry Essentials (SIE) exam. Jenny has experience working with clients in a variety of states, including Florida, California, Colorado, Connecticut, Georgia, Illinois, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, Virginia, Washington and Wisconsin. Jenny is a member of the Temple Beth El Investment Advisory Committee. Jenny is a valuable resource for those seeking financial advice and guidance.

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ADVISOR BIO

Jenny Melany Quimbayo is a registered representative with J.p. Morgan Securities LLC and has been in the financial services industry since December 2014. Jenny has held previous roles at PNC Investments, HSBC Securities (USA) Inc. and Wells Fargo Advisors, LLC. Jenny has Series 6, Series 63, Series 65 and SIE licenses. Jenny specializes in providing financial planning services, pension consulting, selection of other advisers and portfolio management for businesses and individuals. Jenny is also a registered investment advisor in Florida and Texas. Jenny also works as an employee for JQ SOLUTIONS, a medical billing company.

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Jeremy Campbell is a financial advisor with J.p. Morgan Securities LLC. Jeremy is registered in Florida and has been in the industry since September 2019. Jeremy has Series 6TO and SIE licenses and specializes in various financial services.

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ADVISOR BIO

Jerred M. Duncan is a financial advisor who has been working in the industry since January 16, 2011. Currently, Jerred is a registered representative at RBC Capital Markets, LLC. Prior to this, Jerred worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and David Lerner Associates, Inc. Jerred has a broad range of experience in the financial industry and is well-equipped to help clients with their financial planning needs.

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ADVISOR BIO

Jerrol Gregory Pickett is a registered investment advisor with over 20 years of experience in the financial services industry. Jerrol Pickett is currently registered with Valic Financial Advisors, Inc. and is located in BOCA RATON, FL. Jerrol Pickett also previously worked for THE VARIABLE ANNUITY MARKETING COMPANY. Jerrol Pickett is registered to provide investment advice in California, Florida, and North Carolina. Jerrol Pickett holds Series 6, 63, and 65 licenses, as well as the SIE exam.

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