Jennifer Marie Lachinski
Investment adviser representative at Financial Perspectives
21 yearsExperience
1 stateRegistered in
$1.2BFirm 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2013 to now
- Financial PerspectivesOct 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
Financial Perspectives
Legal name: Financial Perspectives, Inc.
$1.2BAssets managed
737Clients
14Advisers
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
- 5756002
- Firm CRD
- 135549