Jennifer
Brunner

Royal Alliance Associates, Inc

CRD#4282014
Investment Advisor
in Jersey City, NJ

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About this Advisor

Jennifer Brunner is a financial advisor working out of Jersey City, New Jersey who has 2 years of relevant experience. Brunner is currently employed by Royal Alliance Associates, Inc. Throughout their career, Brunner has worked at Sii Investments, Securities America, Inc and Securities America Advisors. Brunner maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Wisconsin. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 people on staff. It handles $30 billion in assets across its 149,233 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 191 charities and foundations. Of its 149,233 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. Royal Alliance Associates, Inc offers a number of services, such as 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. Financial advisory fee schedules typically are based on the services. However, fee types billed by Royal Alliance Associates, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Exchange Place Suite 1410
Jersey City, NJ 07302

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

NJ Average: $10,121,009,343
Total Number of Employees

3,704

NJ Average: 92
Total Number of Accounts

149,233

NJ Average: 6,978
Average Account Size

$197,920

NJ Average: $1,450,417

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 Brunner Work History

Jennifer has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Securities America Advisors

2003 - 2018 (15 years)

Sii Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Brunner 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 Royal Alliance Associates, Inc

Trisha Qualy
St Louis Park, MN
Grant Hartwell
Torrance, CA
Stephen Carter
Grandville, MI
David Whitfield
Mishawaka, IN
Amanda Johnson
Spokane, WA
Austen Harvey
Jersey City, NJ
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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