Jennifer Nguyen
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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
Experience
12 years in the industry.
- Edward JonesJan 2024 to now
- Transamerica Financial Advisors, IncDec 2022 to Oct 2023
- TuroOct 2022 to Oct 2023
- World Financial Group, Inc.Aug 2022 to Oct 2023
- Independent Capital ManagementOct 2020 to Jan 2021
- Sagepoint Financial, IncOct 2020 to Jan 2021
- Jenn Financial Solutions, LLCFeb 2020 to Oct 2023
- UnemployedNov 2019 to Feb 2020
- J.P. Morgan Securities LLCJul 2017 to Nov 2019
- Jenny Penny ShopApr 2017 to Dec 2017
- Wells Fargo Clearing Services, LLCApr 2016 to Jul 2017
- Wells Fargo Bank, NAAug 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6641018
- Firm CRD
- 250