Jennifer JonesCRD Number: 2969292
Current Firm: B. C. Ziegler And Company
Jennifer Jones (CRD# 2969292) is an Investment Advisor Representative working at B. C. Ziegler And Company in Waukesha, WI and has over 17 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|B.c. Ziegler And Company||West Bend, WI||Mar 2016 - Current||1|
|B.c. Ziegler And Company||West Bend, WI||Jun 2009 - Mar 2016||6|
|Wells Fargo Funds Distributor, LLC||Menomonee Falls, WI||Apr 2005 - Jun 2009||4|
|Wells Fargo Funds Management, LLC||Menomonee Falls, WI||Apr 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,826ACCOUNTS
Average Account Value$225,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI