Jennifer Hall (CRD# 7044995) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in Templeton, CA and has over 3 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 6095912
San Luis Wealth Advisors
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taylor Frigon Capital Management | Templeton, CA | Jan 2024 - Current | < 1 |
| Taylor Frigon Family Office | Templeton, CA | Jan 2023 - Dec 2023 | < 1 |
| Taylor Frigon Capital Management | Templeton, CA | Nov 2018 - Dec 2023 | 5 |
| Taylor Frigon Capital Management | San Luis Obispo, CA | May 2013 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts540ACCOUNTS
-
Average Account Value$558,050
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
AZ, CA, ID, TX
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