Jennifer Juergens, financial advisor College Station TX

Jennifer Juergens

CRD Number: 7727525
Current Firm: Sanctuary Advisors, LLC

Jennifer Juergens (CRD# 7727525) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in College Station, TX and has 1 year of experience in the finance industry.

Similar Advisors
Michael Albert, financial advisor College Station TX
Michael C. Albert
CRD# 5699206
Securities America Advisors, Inc.
Similar Advisors
Dwight Arnold, financial advisor College Station TX
Dwight W. Arnold
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
Similar Advisors
David Ashcraft, financial advisor College Station TX
David K. Ashcraft
CRD# 5786080
Edward Jones
Company Name Location Dates Years
Sanctuary Advisors LLC College Station, TX Dec 2023 - Current < 1
Sanctuary Securities, Inc. College Station, TX Apr 2023 - Current 1
G Squared Private Wealth Bryan, TX Nov 2022 - Current 1
Student/unemployed Bryan, TX Apr 2022 - Nov 2022 < 1
Locke Lord LLP Houston, TX Mar 2020 - Apr 2022 2
Hughes, Watters & Askanase, LLP Houston, TX Sep 2017 - Feb 2020 2
Monshaugen & Van Huff P.c. Houston, TX Aug 2016 - Aug 2017 1
Hill Rivkins LLP Houston, TX Jul 2015 - Aug 2016 1
The Supreme Court Of Texas Austin, TX May 2015 - Jul 2015 < 1
Crady, Jewett & Mccully, LLP Houston, TX Feb 2015 - Mar 2015 < 1
University Of Houston Law Center Houston, TX Oct 2014 - Mar 2015 < 1
United States District Court, Southern District Of Texas Houston, TX Sep 2014 - Nov 2014 < 1
Bayou Land Conservancy Houston, TX May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2023
Contact Info for Jennifer Juergens
Phone Number: 317-975-7729
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    22,024
    MILLIONS
  • Total Number of Accounts
    49,099
    ACCOUNTS
  • Average Account Value
    $448,569
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, 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, VI, 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.