Jennifer Larose
Investment adviser representative at Trueplan Benefit and Retirement Advisors
28 yearsExperience
1 stateRegistered in
$5.1BFirm assets
19 yearsFirm in business
Are you Jennifer Larose? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Dundon Markets LLCMar 2026 to now
- Fca Capital Markets LLCNov 2025 to now
- Stratcap Securities, LLCOct 2024 to now
- Healthcare Community Securities CorporationJan 2022 to now
- Compliance Risk ConceptsDec 2020 to now
- Acretrader Financial LLCAug 2022 to Aug 2024
- Briarcliffe Credit Partners, LLCJan 2022 to Dec 2023
- Vf SecuritiesDec 2021 to Mar 2022
- Mirae Asset Wealth ManagementOct 2021 to Jul 2022
- Firma AdvisorsAug 2021 to Sep 2022
- Joseph Gunnar & Co., LLCFeb 2021 to Dec 2021
- Secure Asset ManagementApr 2018 to Dec 2020
- Aurora Securities, Inc.Mar 2018 to Dec 2020
- Cssc Brokerage Services, Inc.Aug 2006 to Mar 2018
- Consulting Services Support CorporationApr 1998 to Mar 2018
- Cssc Investment Advisory ServicesApr 1998 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
Trueplan Benefit and Retirement Advisors
Legal name: Healthcare Community Securities Corporation
$5.1BAssets managed
48Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3094139
- Firm CRD
- 36026