Jennifer Williams (CRD# 2807882) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, VA and has over 13 years of experience in the finance industry. Jennifer Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5502927
Compass Capital Investments LLC
CRD# 1868955
Robert W. Baird & Company Incorporated
CRD# 2698234
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Staunton, VA | Jan 2021 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Nov 2019 - Nov 2020 | 1 |
| Hess Financial | Harrisonburg, VA | Nov 2019 - Nov 2020 | 1 |
| The Henderson Group | Staunton, VA | Sep 2015 - Nov 2019 | 4 |
| Unemployed | Staunton, VA | Jul 2015 - Sep 2015 | < 1 |
| Raymond James Financial Services, Inc. | Staunton, VA | Jun 2014 - Jul 2015 | 1 |
| Raymond James Financial Services Advisors Inc. | Staunton, VA | Jun 2014 - Jul 2015 | 1 |
| Union First Market Bank | Staunton, VA | May 2014 - Jul 2015 | 1 |
| Cetera Investment Advisers LLC | Staunton, VA | Jan 2014 - Jun 2014 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Nov 2011 - Jun 2014 | 2 |
| Stellarone Bank | Staunton, VA | May 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
| S63 | Uniform Securities State Law Examination | Feb 2020 |
- VA
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Total Assets Under Management479,794MILLIONS
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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
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