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Educational Seminars & Workshops Advisors in Tennessee
5,989 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

CLARKSVILLE, TN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jane Swartz is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 8 years of experience in the industry. Jane is licensed in 19 states, including Tennessee, Florida, New York, and Texas. Jane provides financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Jane also holds the Series 66, 10, 9, 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NASHVILLE, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Janeen Gregory is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 17 years of experience in the industry. Janeen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Janeen is also a registered investment advisor in Tennessee and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Thoroughbred Financial Services, LLC

location

JACKSON, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Janet Lea Tignor is a registered representative with Thoroughbred Financial Services, LLC, based in Jackson, TN. Janet has been in the securities industry since September 13, 2016 and holds the Series 7 and SIE licenses. She is a financial professional offering specialized financial planning and investment advisory services to individual investors, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Hill Place Advisors, LLC | CFA ® (Certifications)

location

Cottontown, TN

0 Disclosures

ADVISOR BIO

Janet Vidnovic is a financial advisor with Hill Place Advisors, LLC, based in Cottontown, Tennessee. Janet has been in the industry since 1990 and has experience in providing financial planning, portfolio management for businesses and individuals, and consulting services. Janet is a Chartered Financial Analyst and holds Series 65 licenses. She is registered to provide investment advisory services in Pennsylvania and Tennessee.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

CORDOVA, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Janette Judkins Lookadoo is a financial advisor with over 25 years of experience in the industry. Janette is currently registered with First Horizon Advisors, Inc. and is licensed in Arkansas, California, Florida, Georgia, Hawaii, Mississippi, New Jersey, Tennessee and Texas. Janette's specialties include providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

MURFREESBORO, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jared Michael Cox is a financial advisor with First Horizon Advisors, Inc. based in Murfreesboro, Tennessee. Jared has been in the financial services industry since 2012 and has a Series 6, Series 7, Series 63 and Series 65 license. Previously, Jared was employed by U.S. Bancorp Investments, Inc. and Fifth Third Securities, Inc. Jared specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions. Jared is committed to helping clients 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
Unclaimed

Ameritas Advisory Services, LLC

location

MEMPHIS, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jared Christopher Sandridge is a financial advisor with Ameritas Advisory Services, LLC. Jared is registered with the state of Tennessee and holds Series 7, Series 66, and SIE licenses. Jared has been working in the financial industry for over four years and has experience in financial planning, investment advising, and securities trading. Jared works out of the Memphis branch office of Ameritas Advisory Services, LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

Brentwood, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jared Peters is a financial advisor who has been in the industry since January 2022. Jared has a Series 66, Series 7, and SIE license. Jared is currently registered with LPL Financial LLC and has been working with them since October 2024. Jared offers a variety of financial services, including consulting, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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
location

NASHVILLE, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jared Miller is a registered investment advisor representative with &partners, LLC. Jared is a licensed investment advisor in multiple states, including South Carolina, Texas and Tennessee. His firm provides portfolio management for individuals, businesses and investment companies. They also offer financial planning, pension consulting, educational seminars, and research report services. Jared has been in the industry since 2017 and has a strong track record of providing investment advice to clients. He is also a member of the Series 66, Series 7 and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals
Unclaimed

Fifth Third Securities, Inc.

location

NASHVILLE, TN

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jared Michael Cason is a financial advisor with Fifth Third Securities, Inc. in Nashville, Tennessee. Jared has been in the financial services industry for 7 years. Prior to joining Fifth Third Securities, Inc., Jared was an advisor at SunTrust Investment Services, Inc. Jared holds the Series 66, SIE and Series 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM

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