JD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
9627 Wall St., Nashville, IL, 62263
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jenna is a joint owner with her husband of a long-term rental property in Florida. A property manager handles all duties, requiring minimal time commitment from Jenna.
Employment History
Current Registrations
Private Client Services, LLC Broker
July 2024 - Present · 1 yr 6 mos
Assuredpartners Investment Advisors
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Kestra Investment Services, LLCBroker
November 2022 - August 2024 · 1 yr 9 mos
Kestra Advisory Services, LLC
November 2022 - August 2024 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - May 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2017 - May 2021 · 3 yrs 5 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.