Jennifer Dorfman, financial advisor Coral Springs FL
93 score

Jennifer Dorfman

CRD Number: 3009328
Current Firm: Fusion Analytics Investment Partners LLC

Jennifer Dorfman (CRD# 3009328) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fusion Analytics Securities, LLC Coral Springs, FL Aug 2015 - Current 1
Ameriprise Financial Services Inc. Plantation, FL Nov 2014 - Aug 2015 < 1
Fusion Analytics Securities, LLC New York, NY Apr 2012 - Nov 2014 2
Fusion Analytics Investment Partners LLC Coral Springs, FL Mar 2012 - Nov 2014 2
Prime Capital Services, Inc. Coral Springs, FL Jun 2009 - Jul 2013 4
Asset & Financial Planning Coral Springs, FL Jun 2009 - Jul 2013 4
Merrill Lynch Plantation, FL Jan 2008 - May 2009 1
Peninsula Bank Boynton Beach, FL Nov 2007 - Dec 2007 < 1
Unemployed Parkland, FL Jul 2001 - Nov 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Jennifer M. Dorfman
Phone Number: 212-661-2022
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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