Jennifer Hamilton (CRD# 7686768) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has 1 year of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jenny Hamilton | Medford, OR | Jun 2023 - Current | < 1 |
| United Planners Financial Services | Scottsdale, AZ | Feb 2023 - Current | 1 |
| Oregon Pacific Financial Advisors, Inc. | 210 West 8th St, OR | Jan 2023 - Current | 1 |
| Jenny Hamilton | Klamath Falls, OR | Jan 2022 - Current | 2 |
| Jenny Hamilton (self-employed) | Klamath Falls, OR | Nov 2021 - Current | 2 |
| Columbia Forest Products | Klamath Falls, OR | Jun 2003 - Nov 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- OR
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$255,420
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, WA
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