Jennifer WhiteheadCRD Number: 4447045
Current Firm: Edward Jones
Jennifer Whitehead (CRD# 4447045) is an Investment Advisor Representative working at Edward Jones in Lumberton, TX and has over 3 years of experience in the finance industry.
Vsr Advisory Services
Bluechip Financial Planning, Inc.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Sep 2014 - Current||2|
|Fivepoint Federal Credit Union||Port Arthur, TX||Nov 2009 - Sep 2014||4|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2009 - Sep 2014||4|
|Edward Jones||Port Arthur, TX||Aug 2001 - Nov 2009||8|
|Market Basket||Nederland, TX||Mar 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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