Jenna
Thornton
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jenna Thornton is a certified financial planner and chartered financial consultant based in Scottsdale, Arizona. Thornton currently works for United Planners' Financial Services Of America A Limited Partner. Thornton has gained experience at Synergy Financial Group Of Arizona, LLC, United Planners' Financial Services, Synergy Accounting Solutions, LLC, Synergy Financial Group Of Arizona and Synergy Accounting Solutions, Inc. Thornton holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and West Virginia. United Planners' Financial Services Of America A Limited Partner is a registered investment company headquartered in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 people on staff. It handles $6 billion in total assets among its 50,361 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 83 charities and foundations. Of its 50,361 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the financial services provided. However, fees charged by United Planners' Financial Services Of America A Limited Partner may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jenna Thornton Work History
Jenna has been registered as a financial advisor for 0 years.*
United Planners' Financial Services
Synergy Accounting Solutions, LLC
Synergy Accounting Solutions, Inc
Synergy Accounting Solutions, Inc
Synergy Financial Group Of Arizona, LLC
Synergy Financial Group Of Arizona
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jenna Thornton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Minnetonka, MN
Scottsdale, AZ
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Cypress, CA
Scottsdale, AZ
Sumner, IA
Scottsdale, AZ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
