Jina
Penn-Tracy
Vanderbilt Advisory Services
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About this Advisor
Jina Penn-Tracy is a financial advisor based in Minneapolis, Minnesota, working with Vanderbilt Advisory Services. Jina has previously held positions at Financial West Group, Vanderbilt Securities, LLC, and Vanderbilt Advisor Services. Jina has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Jina is part of Vanderbilt Advisory Services, which operates out of Minneapolis, Minnesota. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 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, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$1,103,544,071
107
5,069
$217,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jina Penn-Tracy Work History
Vanderbilt Securities, LLC
Vanderbilt Advisor Services
Financial West Group
Disclosures
Please visit the SEC profile of Jina Penn-Tracy 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 Vanderbilt Advisory Services
Woodbury, NY
Brookline, MA
Woodbury, NY
Woodbury, NY
Hudson, MA
Warwick, NY
Woodbury, NY
Carle Place, NY
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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