Jennifer Grant (CRD# 6180053) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 9 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 6617482
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services, Inc. | Montpelier, VT | Aug 2020 - Current | 3 |
| Degeneffe Financial LLC | Green Bay, WI | Aug 2020 - Current | 3 |
| Kerberrose Wealth Management, LLC | Green Bay, WI | Feb 2020 - Aug 2020 | < 1 |
| Apw Capital, Inc. | Rockaway, NJ | Feb 2020 - Aug 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Green Bay, WI | Mar 2013 - Jan 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- WI
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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