Karen Jennings, financial advisor Homewood AL
93 score

Karen Jennings

CRD Number: 4562030
Current Firm: Ameritas Investment Corp

Karen Jennings (CRD# 4562030) is an Investment Advisor Representative working at Ameritas Investment Corp in Homewood, AL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bradford Settlements Alexander City, AL Jul 2015 - Current 1
Thomas Mortgage Dba Kay J Thomas LLC Alexander City, AL Jan 2010 - Current 6
Tarkenton Financial Altanta, GA Nov 2007 - Current 9
One Resource Group Roanoke, IN Nov 2007 - Current 9
Ameritas Investment Corp Lincoln, NE May 2007 - Current 9
Ameritas Life Insurance Corp Lincoln, NE May 2007 - Current 9
Nowlin And Associates Homewood, AL May 2007 - Current 9
All Star Sports Distributing, Inc. Alexander City, AL Aug 1998 - Current 18
Acacia Life Insurance Bethesda, MD May 2007 - Dec 2011 4
Union Central Life Insurance Cincinnati, OH May 2007 - Dec 2011 4
Nowlin & Associates Mortgage Birmingham, AL May 2007 - Dec 2009 2
Reliance Insurance Agency, LLC Alexander City, AL Apr 2005 - May 2007 2
Reliance Financial Group LLC Alexander City, AL Aug 2004 - May 2007 2
Securities America, Inc. Alexander City, AL Jul 2004 - May 2007 2
Reliance Mortgage Company, LLC Birmingham, AL Mar 2004 - May 2007 3
Professional Management Company LLC Birmingham, AL Jul 2005 - Dec 2006 1
Professional Resources Co, LLC Birmingham, AL Jul 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Karen S. Jennings
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
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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