Jennifer Funk, financial advisor Cincinnati OH
73 score

Jennifer Funk

CRD Number: 1927304
Current Firm: Msi Financial Services, Inc.

Jennifer Funk (CRD# 1927304) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Dayton, OH Aug 2014 - Current 2
Bank Of America, N.a. Cincinnati, OH Dec 2011 - Aug 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Jul 2011 - Aug 2014 3
Morgan Stanley Smith Barney Cincinnati, OH Apr 2010 - Jun 2011 1
Unemployed Loveland, OH Jan 2010 - Apr 2010 < 1
Merchant Bank Cincinnati, OH Jun 2009 - Jan 2010 < 1
Strategic Group Cincinnati, OH Apr 2009 - Jun 2009 < 1
Renaissance Investment Management Cincinnati, OH Oct 2007 - Mar 2009 1
Robert W Baird Milwaukee, WI Aug 2000 - Sep 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S66 NASAA Uniform Combined State Law Examination Jun 2010
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jennifer Funk
Phone Number: 800-638-8378
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
73

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