Jennifer Wing (CRD# 5190311) is an Investment Advisor Representative working at Geowealth Management LLC in Greenwich, CT and has over 5 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geowealth Management LLC | Chicago, IL | Oct 2021 - Current | 2 |
| Jpmorgan Chase Bank Na | New York, NY | Mar 2018 - Sep 2021 | 3 |
| Jpmorgan Securities LLC | New York, NY | Mar 2018 - Sep 2021 | 3 |
| Jpm Investment Management | New York, NY | Aug 2017 - Feb 2018 | < 1 |
| Jpm Institutional Investments Inc. | New York, NY | Aug 2017 - Feb 2018 | < 1 |
| J.p Morgan Chase Bank | New York, NY | May 2016 - Aug 2017 | 1 |
| J.p Morgan Chase Bank | London, | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- CT
- IL
-
Total Assets Under Management12,333MILLIONS
-
Total Number of Accounts74,593ACCOUNTS
-
Average Account Value$165,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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