Jennifer
Espinoza
Benjamin F. Edwards & Company, Inc
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About this Advisor
Jennifer Espinoza is a financial advisor based in Chesterton, Indiana, working with Benjamin F. Edwards & Company, Inc. Jennifer has previously held positions at UBS Financial Services, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Benjamin F. Edwards & Co. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Jennifer is part of Benjamin F. Edwards & Company, Inc, which operates out of Chesterton, Indiana. The firm has 89 offices and 711 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Benjamin F. Edwards & Company, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Benjamin F. Edwards & Company, Inc Brokerage Details
$13,158,414,504
711
44,978
$292,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jennifer Espinoza Work History
Benjamin F. Edwards & Co
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Ubs Financial Services
Disclosures
Please visit the SEC profile of Jennifer Espinoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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