Jennifer Lynn Herendon
Investment adviser representative at Steward Partners Investment Advisory, LLC
19 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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
- Pension consulting
Experience
19 years in the industry.
- Steward Partners Investment Advisory, LLCJan 2024 to now
- Seven Arrows, LLCJan 2024 to now
- Steward Partners Investment Solutions, LLCJan 2024 to now
- Sagespring Wealth PartnersNov 2022 to Jan 2024
- Southwestern Investment Advisory ServicesMar 2017 to Oct 2023
- Raymond James Financial Services Advisors Inc.Aug 2012 to Mar 2017
- Raymond James Financial ServicesMar 2012 to Jan 2024
- Southwestern Investment GroupApr 2007 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AL, TN).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 5905311
- Firm CRD
- 283004