Jennifer Burkhardt (CRD# 5911518) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Atlanta, GA | Mar 2021 - Current | 3 |
| Truist Investment Services, Inc. | Doylestown, PA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Doylestown, PA | Jan 2018 - Current | 6 |
| Bb&t Investment Servies, Inc. | Doylestown, PA | Jul 2016 - Current | 7 |
| Cetera Investment Advisors | Doylestown, PA | Apr 2016 - Jul 2016 | < 1 |
| Cetera Investment Services | St. Cloud, MN | Aug 2014 - Jul 2016 | 1 |
| National Penn Bank | Allentown, PA | Aug 2014 - Jul 2016 | 1 |
| Santander Securities LLC | Guaynabo, PR | Sep 2012 - Aug 2014 | 1 |
| Sovereign Bank | Allentown, PA | Mar 2002 - Aug 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- PA
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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