Jennifer Jones, financial advisor Waukesha WI
93 score

Jennifer Jones

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jennifer A. Jones
Phone Number: 312/263-0110
Firm Website: http://www.ziegler.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    1,826
    ACCOUNTS
  • Average Account Value
    $225,791
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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

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