Jennifer Tepinski (CRD# 7146091) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 4 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Investments Financial Services, LLC | Seattle, WA | Jul 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Waukesha, WI | Jun 2019 - Current | 4 |
| J.p. Morgan Securities, LLC | Waukesha, WI | Jun 2019 - Jul 2021 | 2 |
| Town Bank | Lake Geneva, WI | Jun 2017 - Jun 2019 | 2 |
| Ascena Retail Group-maurices | Lake Geneva, WI | Apr 2018 - Sep 2018 | < 1 |
| Jpmorgan Chase Bank, N.a. | Naperville, IL | Dec 2016 - Jun 2017 | < 1 |
| Catch 35 Naperville | Naperville, IL | Sep 2015 - Dec 2016 | 1 |
| Panera Bread | Naperville, IL | Jul 2015 - Dec 2016 | 1 |
| Unemployed | Rochelle, IL | Jun 2015 - Jun 2015 | < 1 |
| Aldos Pizzeria & Italian Ristorante | Rochelle, IL | Oct 2014 - May 2015 | < 1 |
| Rochelle Township High School | Rochelle, IL | Aug 2011 - May 2015 | 3 |
| Pioneer Hi-bred International | Rochelle, IL | May 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- WA
- WI
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Total Assets Under Management52,481MILLIONS
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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)
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