Jennifer
Sugden

Cuso Financial Services, L.P

CRD#2771596
Investment Advisor
in Yuma, AZ

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About this Advisor

Jennifer Sugden is an advisor in Yuma, Arizona. Currently a registered investment advisor with Cuso Financial Services, L.P, they have accumulated 12 years of professional experience. Sugden maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Sugden is registered to operate in Texas. Throughout their career, they have worked at Bank Of America, Na, Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, University Federal Credit Union and Cuso Financial Services, L.P. Cuso Financial Services, L.P is located in Yuma, Arizona, and has 927 additional brick-and-mortar locations in the United States. In total, Cuso Financial Services, L.P manages $3 billion in assets across 18,783 accounts and retains more than 726 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 1,770 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2231 S Elks Lane #68
Yuma, AZ 85364

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

AZ Average: $7,578,581,321
Total Number of Employees

726

AZ Average: 43
Total Number of Accounts

18,783

AZ Average: 3,727
Average Account Size

$177,302

AZ Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jennifer Sugden Work History

Jennifer has 12 years of experience.

2020 - Present (1 year)

University Federal Credit Union

2020 - Present (1 year)

Cuso Financial Services, L.P

2013 - 2019 (6 years)

Morgan Stanley

2011 - 2013 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2013 (4 years)

Bank Of America, Na

2008 - 2010 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Jennifer Sugden has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
John Greene
Carson, CA
Troy Strong
Austell, GA
Logan Lepe
San Diego, CA
Venkatesh Kurvari
Frisco, TX
Benn Smith
Bethlehem, PA
David Garres
Erie, PA
Craig Maytubby
Bakersfield, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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