Jennifer Diane Kauffman
Investment adviser representative at Mma Securities LLC
13 yearsExperience
1 stateRegistered in
$0Firm assets
11 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.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Marsh Mclennan AgencyJan 2025 to now
- Mma Securities LLCJan 2025 to now
- AscensusNov 2022 to Dec 2024
- UnemployedJun 2022 to Nov 2022
- Asset Management and Planning, LLCJan 2013 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 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
- 4945563
- Firm CRD
- 44254