Jennifer Mann, financial advisor Morehead City NC

Jennifer Mann

CRD Number: 4280556
Current Firm: Merit Financial Advisors

Jennifer Mann (CRD# 4280556) is an Investment Advisor Representative working at Merit Financial Advisors in Morehead City, NC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Merit Financial Group, Llc (dba: Merit Financial Advisors) Morehead City, NC Oct 2017 - Current 6
Lifestyle Planning Solutions, LLC Frisco, TX Jun 2012 - Current 11
Lpl Financial LLC Morehead City, NC May 2012 - Current 11
The Botsford Group Atlanta, GA Mar 2007 - Current 17
Stratos Wealth Partners, Ltd Atlanta, GA Mar 2013 - Oct 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Jennifer C. Mann
Phone Number: 678-867-7050
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    7,252
    MILLIONS
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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