Jennifer Fensley (CRD# 6778292) is an Investment Advisor Representative working at Capsouth Wealth Management in Huntersville, NC and has over 6 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Brands Global Batteries & Appliances | Middleton, WI | Oct 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- GA
- NC
-
Total Assets Under Management763MILLIONS
-
Total Number of Accounts1,610ACCOUNTS
-
Average Account Value$473,871
- A percentage of assets under your management
- Hourly charges
- 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
AL, FL, GA, KY, NC, SC, TN, TX
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