Kristin Pennock JacksonCRD Number: 6404235
Current Firm: Prudential Financial Planning Services
Kristin Pennock Jackson (CRD# 6404235) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bloomington, IL and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Cetera Investment Advisers LLC
|The Prudential Insurance Company Of America||Bloomington, IL||Sep 2019 - Current||2|
|Pruco Securities LLC||Bloomington, IL||Sep 2019 - Current||2|
|Snabe Corp||Clinton, IL||Jan 2009 - Current||13|
|Edward Jones||St Louis, MO||Oct 2016 - Jul 2019||2|
|Self Employed||Clinton, IL||Mar 2016 - Dec 2017||1|
|Bill Mcgee State Farm Agency||Springfield, IL||Jan 2015 - Feb 2016||1|
|Al Schelling Insurance Agency||Decatur, IL||Jun 2013 - Jan 2015||1|
|Beauty Consultant||Savoy, IL||Aug 2009 - Jun 2013||3|
|Full Time Student||Champaign, IL||Aug 2007 - Jun 2013||5|
|Buffalo Wild Wings||Forsyth, IL||Feb 2012 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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