ADVISOR BIO

Jeffrey Kopp is a registered representative with Bofa Securities, Inc. Jeffrey is based in Houston, Texas, and has been in the industry since November 29, 2021. Jeffrey holds the Series 63, Series 79TO, and SIE licenses and is registered in Texas. Jeffrey previously worked at Credit Suisse Securities (USA) LLC.

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ADVISOR BIO

Jeffrey Kacal is a financial advisor at Mercer Global Advisors Inc. in Houston, TX. Jeffrey has been a registered investment advisor since 2000. Jeffrey has experience in investment advisory services, financial planning, and pension consulting. Jeffrey has passed the Series 7, Series 26 and Series 66 examinations. Jeffrey is also a Certified Financial Planner.

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ADVISOR BIO

Jeffrey George Olivero is a financial professional with Citigroup Global Markets Inc., a leading investment firm, based in Houston, Texas. Jeffrey has been a registered representative in the financial services industry since September 2023. Jeffrey holds a Series 63 license, as well as Series 52TO and SIE licenses. Jeffrey is registered in all 50 states, plus the District of Columbia, Puerto Rico, and the Virgin Islands. Citigroup Global Markets Inc. manages over $40 billion in assets and provides a variety of advisory services, including financial planning, pension consulting, portfolio management for businesses and individuals, and asset allocation advice.

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ADVISOR BIO

Jeffrey Ronald Swantkowski is a registered Investment Advisor Representative in Texas, currently employed by Mariner Wealth. He holds a Series 65 license and has been in the industry since February 2003. Jeffrey has prior experience with Patriot Wealth Management, Inc. based in Houston. He has a current registration with the state of Texas.

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ADVISOR BIO

Jeline Jabbour is a registered representative at Citigroup Global Markets Inc. Jeline has been in the financial services industry since April 2023. Jeline is licensed to sell securities in Texas. Jeline specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Jenifer Strickland is a financial advisor at Ameriprise Financial Services, LLC. Jenifer has been a financial advisor since 2012. Jenifer is registered to provide financial advice in Arizona, California, Florida, Georgia, Missouri, Nevada, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Jenifer Strickland is a registered representative with Ameriprise Financial Services, LLC.

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ADVISOR BIO

Jennifer Norris is a financial advisor with Ameriprise Financial Services, LLC. She has been in the financial services industry since April 2008. Jennifer is licensed to provide financial advice in Texas. Jennifer has passed the Series 66, Series 7 and SIE exams.

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ADVISOR BIO

Jennifer Vanderschoor is a financial advisor at UBS Financial Services Inc. Jennifer has been working in the financial industry since 1999 and has experience at both UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer holds a Series 66 license as well as Series 7, Series 31 and SIE licenses. Jennifer offers a variety of services to clients, including financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Jennifer Migdal is a financial advisor at Cove Wealth Management, a firm that specializes in providing financial planning and portfolio management services for individuals, families, and charitable organizations. Jennifer has over 15 years of experience in the financial services industry and holds the Certified Financial Planner designation. Jennifer is registered as an Investment Advisor Representative (IAR) in New Mexico and Texas.

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ADVISOR BIO

Jeremy Jones is a registered representative with Goldman Sachs & Co. LLC. Jeremy has been in the industry since 2010 and holds the Series 3, 7, 57TO, and SIE licenses, in addition to passing the Uniform Combined State Law Examination (Series 66). Jeremy is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jeremy's specializations include fixed income, options, futures, mutual funds, ETFs, and variable annuities.

SPECIALIZATIONS