Jennifer HerzogCRD Number: 6125381
Current Firm: Advice And Planning Services
Jennifer Herzog (CRD# 6125381) is an Investment Advisor Representative working at Advice And Planning Services in Lexington, KY and has over 4 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Tiaa||Lexington, KY||Aug 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Lexington, KY||Aug 2014 - Current||3|
|Unemployed||Lexington, KY||Apr 2014 - Aug 2014||< 1|
|Bbtis||Charlotte, NC||Oct 2012 - Apr 2014||1|
|Bb&t||Lexington, KY||Sep 2012 - Apr 2014||1|
|Bb&t||Lexington, KY||Mar 2005 - Sep 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV