Jennifer Renee Bachino
Investment adviser representative at Spc
16 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 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 assetsHourlyFixed 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
16 years in the industry.
- SpcSep 2025 to now
- Sigma Financial CorporationSep 2025 to now
- Sigma Planning CorporationSep 2025 to now
- Frost BankNov 2023 to Jun 2025
- Frost Brokerage Services, IncNov 2023 to Jun 2025
- JP Morgan Securities LLCMay 2017 to Oct 2023
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors LLCMay 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 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
- 4774227
- Firm CRD
- 110692