Jenifer Nesselrodt (CRD# 4188036) is an Investment Advisor Representative working at Captrust in Harrisonburg, VA and has over 23 years of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2421567
Southland Equity Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | Dec 2018 - Current | 5 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Dec 2018 - Current | 5 |
| Pensionmark Securities, LLC | Harrisonburg, VA | Sep 2017 - Current | 6 |
| Pensionmark Financial Group, Llc Dba/ Rogers Financial | Harrisonburg, VA | Sep 2015 - Current | 8 |
| Rogers Financial Group, Inc. | Harrisonburg, VA | Jun 2003 - Current | 20 |
| Capfinancial Securities, LLC | Raleigh, NC | Sep 2015 - Sep 2017 | 2 |
| Lpl Financial Corporation | Harrisonburg, VA | Nov 2010 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- NC
- VA
-
Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
-
Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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