Jennifer Flickinger
Investment adviser representative at Tru Independence Asset Management, LLC
17 yearsExperience
1 stateRegistered in
$336.9MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Tru Independence Asset Management, LLCMar 2021 to now
- Tru Independence, LLCFeb 2020 to now
- Umpqua Investments, Inc.Nov 2010 to Feb 2020
- Umpqua BankSep 2009 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tru Independence Asset Management, LLC
$336.9MAssets managed
1,059Clients
7Advisers
12 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
- 4134402
- Firm CRD
- 168256