Jennifer
Kerr

Slavic Mutual Funds Management Corp

CRD#4482906
Investment Advisor
in Boca Raton, FL

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About this Advisor

Jennifer Kerr is a financial advisor based in Boca Raton, Florida, working with Slavic Mutual Funds Management Corp. Jennifer has previously held positions at Slavic Integrated Administration and Hollywood Fire Pension. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New Jersey. Currently, Jennifer is part of Slavic Mutual Funds Management Corp, which operates out of Boca Raton, Florida. The firm has 17 employees and manages assets totaling $5.6 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Slavic Mutual Funds Management Corp includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1075 Broken Sound Parkway Nw Suite 100
Boca Raton, FL 33487-3540

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Slavic Mutual Funds Management Corp Brokerage Details

Total Assets Under Management

$5,589,521,872

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

1,098

FL Average: 2,474
Average Account Size

$5,090,639

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jennifer Kerr Work History

2017 - Present (7 years)

Slavic Integrated Adminstration

2012 - 2017 (5 years)

Hollywood Fire Pension

Disclosures

Please visit the SEC profile of Jennifer Kerr 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 Slavic Mutual Funds Management Corp

Gregory Madison
Boca Raton, FL
Patrick Moss
Highland, MI
Justin Yocum
Boca Raton, FL
Robert Walsh
Boca Raton, FL
Jennifer Kerr
Boca Raton, FL
John Shultz
Boca Raton, FL
David Slavic
Boca Raton, FL
Jasna Djurin
Boca Raton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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