Jennifer Leroy, financial advisor Jacksonville OR
90 score

Jennifer Leroy

CRD Number: 6111966
Current Firm: Cutler Investment Counsel, LLC

Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ashland Partners & Company Jacksonville, OR Feb 2007 - May 2012 5
Full-time Education Ashland, OR Sep 2001 - Jun 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Jennifer A. Leroy
Phone Number: 541-770-9000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    899
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,989,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, IL, LA, OR, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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