Jenny ParadisCRD Number: 6165316
Current Firm: On Investment Management Co
Jenny Paradis (CRD# 6165316) is an Investment Advisor Representative working at On Investment Management Co in Colorado Springs, CO and has over 3 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Ohio National Financial Services||Cincinnati, OH||Feb 2016 - Current||< 1|
|The O.n. Equity Sales Company||Cincinnati, OH||Feb 2016 - Current||< 1|
|Woodbury Financial Services, Inc.||Colorado Springs, CO||Feb 2013 - Current||3|
|Plan A And B||Colorado Springs, CO||Aug 2012 - Current||4|
|Colorado Springs School District 11||Colorado Springs, CO||Oct 2006 - Aug 2012||5|
|Colorado College Bookstore||Colorado Springs, CO||Jul 1997 - Oct 2006||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
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:
- Customer Dispute
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- 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
- Selection of other advisers (including private fund managers)
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
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