Jennifer Buckner, financial advisor Burlingame CA
95 score

Jennifer Buckner

CRD Number: 5933051
Current Firm: First Republic Investment Management, Inc.

Jennifer Buckner (CRD# 5933051) is an Investment Advisor Representative working at Strategic Advisors, Inc. 

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Burlingame, CA Jan 2015 - Current 1
M Holdings Securities, Inc. Portland, OR Oct 2013 - Dec 2014 1
First Republic Investment Management Inc. San Francisco, CA Jul 2013 - Dec 2014 1
Wingspan Ins. Grp., LLC San Francisco, CA Oct 2013 - Jun 2014 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2013 - Jun 2013 < 1
Northwestern Mutual Investment Services, LLC Sacramento, CA Jul 2012 - Jun 2013 < 1
Mark R. Evans Sacramento, CA Jan 2012 - Jun 2013 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2010 - Jan 2012 1
Monterey County Schools Insurance Group Salinas, CA May 2004 - Aug 2010 6
Uc Davis Primate Center Davis, CA Jan 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jennifer Buckner
Phone Number:
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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