Jennifer Ervin, financial advisor Greenwood IN
93 score

Jennifer Ervin

CRD Number: 3047581
Current Firm: The Mutual Fund Store

Jennifer Ervin (CRD# 3047581) is an Investment Advisor Representative working at The Mutual Fund Store in Greenwood, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Greenwood, IN Jan 2016 - Current < 1
Noyes Advisors LLC Chicago, IL Aug 2015 - Oct 2015 < 1
David A. Noyes And Company Indianapolis, IN Apr 2008 - Oct 2015 7
Morgan Stanley & Company, Incorporated Indianapolis, IN Sep 2007 - Apr 2008 < 1
A.g. Edwards & Sons, Inc. Indianapolis-keystone, IN Mar 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jennifer E. Ervin
Phone Number: 913-319-8100
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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