Jennifer Waldron (CRD# 5978225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southington, CT and has over 5 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Southington, CT | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Southington, CT | Oct 2018 - Mar 2020 | 1 |
| Thrivent Financial | South Bend, IN | Feb 2018 - Oct 2018 | < 1 |
| Thrivent Investment Management Inc. | Montvale, NJ | Feb 2018 - Oct 2018 | < 1 |
| Self | South Bend, IN | Feb 2016 - Feb 2018 | 2 |
| Thrivent Financial For Lutherans | Appleton, WI | Dec 2011 - Feb 2016 | 4 |
| Thrivent Investment Management Inc. | South Bend, IN | Sep 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- CT
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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