Jennifer Herren, financial advisor Burleson TX

Jennifer Herren

CRD Number: 6452234
Current Firm: State Farm Investment Management Corp.

Jennifer Herren (CRD# 6452234) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burleson, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Lehman Abshire, financial advisor Burleson TX
Lehman C. Abshire
CRD# 5252838
Avantax Advisory Services
Similar Advisors
Tanya Ackermann, financial advisor Burleson TX
Tanya Ackermann
CRD# 6303332
J.p. Morgan Securities LLC
Similar Advisors
Blake Adams, financial advisor Burleson TX
Blake C. Adams
CRD# 6492477
Avantax Advisory Services
Professional Designations
Company Name Location Dates Years
Jennifer Herren Insurance Agency Burleson, TX Nov 2015 - Current 8
State Farm Vp Management Corp Burleson, TX Nov 2015 - Current 8
State Farm Investment Management Corp Burleson, TX Nov 2018 - Jun 2019 < 1
State Farm Insurance Keller, TX Mar 2015 - Oct 2015 < 1
State Farm Vp Management Corp Keller, TX Mar 2015 - Oct 2015 < 1
State Farm Insurance Burleson, TX Mar 2015 - Mar 2015 < 1
State Farm Vp Management Corp. Burleson, TX Feb 2015 - Mar 2015 < 1
Blake Herren Insurance Agency Burleson, TX Jul 2014 - Mar 2015 < 1
Joshua Isd Joshua, TX Jul 2006 - Aug 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
Contact Info for Jennifer L. Herren
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.