Jennifer
Staben
Prime Capital Investment Advisors, LLC
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About this Advisor
Jennifer Staben is a financial advisor based in Roseville, California, working with Prime Capital Investment Advisors, LLC. Jennifer has previously held positions at Safe Credit Union, TD Ameritrade, Financial Engines Advisors L.L.C, Prime Capital Investment Advisors LLC, J.P. Morgan Securities LLC, and J.P. Morgan Chase Bank. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Jennifer is part of Prime Capital Investment Advisors, LLC, which operates out of Roseville, California. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$24,362,866,552
353
30,635
$795,262
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jennifer Staben Work History
Primce Capital Investment Advisors LLC
Financial Engines Advisors L.L.C
Td Amertrade
Safe Credit Union
Td Ameritrade
J.P. Morgan Securities LLC
Jp Morgan Chase Bank
Disclosures
Please visit the SEC profile of Jennifer Staben 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 Prime Capital Investment Advisors, LLC
Leawood, KS
Royal Oak, MI
Springfield, MO
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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