Jennifer Heeren, financial advisor Palm Beach Gardens FL
93 score

Jennifer Heeren

CRD Number: 4481450
Current Firm: Boston Private Wealth

Jennifer Heeren (CRD# 4481450) is an Investment Advisor Representative working at Boston Private Wealth in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Private Wealth LLC Palm Beach Gardens, FL Mar 2017 - Current 1
Managed Account Services, LLC Wayne, PA May 2010 - Mar 2017 6
Ipc Boca Raton, FL Sep 2003 - Mar 2017 13
Jesup & Lamont Securities Corp Boca Raton, FL Mar 2006 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Jennifer W. Heeren
Phone Number: 617-223-0200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,742
    MILLIONS
  • Total Number of Accounts
    6,285
    ACCOUNTS
  • Average Account Value
    $1,072,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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