Jenna Powell, financial advisor San Diego CA
93 score

Jenna Powell

CRD Number: 5331876
Current Firm: Independent Financial Group, LLC

Jenna Powell (CRD# 5331876) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group San Diego, CA May 2008 - Current 8
Kingsroad Financial San Diego, CA May 2008 - Current 8
Raymond James & Associates, Inc. New York, NY Apr 2007 - May 2008 1
Nolia Restaurant New York, NY Feb 2007 - Mar 2007 < 1
Applebees New York, NY Nov 2006 - Feb 2007 < 1
Islands Restaurants San Diego, CA Oct 2003 - Oct 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Jenna L. Powell
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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