Jennifer Defries (CRD# 2940637) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 7 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Investment Planners, Inc. | Decatur, IL | Jan 2020 - Current | 4 |
Ipi Wealth Management | Decatur, IL | Jan 2020 - Current | 4 |
First Allied Securities, Inc. | San Diego, CA | Jul 2019 - Oct 2019 | < 1 |
Ipi Wealth Management, Inc. | Decatur, IL | Jul 2018 - Jul 2019 | 1 |
Investment Planners, Inc. | Decatur, IL | Sep 2016 - Jul 2019 | 2 |
Truck Insurance Specialists | Bloomington, IL | Aug 2015 - Jun 2016 | < 1 |
Royal Alliance | Bloomington, IL | Mar 2015 - Jul 2015 | < 1 |
First Midwest Securities, Inc. | Bloomington, IL | Mar 2010 - Mar 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2017 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- IL
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Total Assets Under Management2,147MILLIONS
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Total Number of Accounts10,573ACCOUNTS
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Average Account Value$203,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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