Jennifer Bryant (CRD# 7206382) is an Investment Advisor Representative working at Avantax Advisory Services in Grinnell, IA and has over 3 years of experience in the finance industry.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 5641788
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mrk Financial Solutions, Inc. | Plymouth, MN | Nov 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Grinnell, IA | Oct 2023 - Current | < 1 |
| Avantax Advisory Services | Grinnell, IA | Oct 2023 - Current | < 1 |
| Elevance Health, Inc. | West Des Moines, IA | Mar 2019 - Current | 5 |
| Avantax Insurance Agency, LLC | Marshalltown, TX | Jul 2020 - Nov 2021 | 1 |
| Avantax Investment Services, Inc. | Marshalltown, IA | Dec 2019 - Nov 2021 | 1 |
| Lash Group-amerisource Bergen | Frisco, TX | Sep 2018 - Mar 2019 | < 1 |
| United Health Care/optum | Omaha, NE | Oct 2011 - Sep 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- IA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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