Jennifer Milbrath (CRD# 7159423) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 5625693
Robert W. Baird & Company Incorporated
CRD# 4803124
Diversified Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Investments | Seattle, WA | Jul 2023 - Current | < 1 |
| Unemployed | N/a, WA | Feb 2023 - Jun 2023 | < 1 |
| Extended Travel | N/a, WA | Sep 2022 - Jan 2023 | < 1 |
| Loyola University Chicago | Chicago, IL | Sep 2019 - Aug 2022 | 2 |
| D.a. Davidson & Company | Spokane, WA | Jun 2021 - Aug 2021 | < 1 |
| D.a. Davidson & Company | Spokane, WA | Jun 2019 - Aug 2019 | < 1 |
| Depaul University | Chicago, IL | Sep 2018 - Jun 2019 | < 1 |
| Saint George's School | Spokane, WA | Sep 2012 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
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Total Assets Under Management52,481MILLIONS
-
Total Number of Accounts70,944ACCOUNTS
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Average Account Value$739,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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