Jena
Gruenebaum
Marygold & Co. Advisory Services, LLC
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About this Advisor
Jena Gruenebaum is a chartered financial analyst working in New Albany, Ohio with 1 year of industry experience. Gruenebaum works at Marygold & Co. Advisory Services, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Jpmorgan Investment Management Inc, J.P. Morgan Institutional Investments Inc, Nationwide Fund Distributors, LLC, The Huntington Investment Company, The Vanguard Group, Inc, Marygold And Co. Advisory Services and Marygold And Co. Gruenebaum has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Marygold & Co. Advisory Services, LLC is a registered investment company with a branch in New Albany, Ohio. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Marygold & Co. Advisory Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marygold & Co. Advisory Services, LLC Brokerage Details
8
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jena Gruenebaum Work History
Jena has been registered as a financial advisor for 1 years.*
Marygold And Co. Advisory Services
Marygold And Co
The Huntington Investment Company
The Vanguard Group, Inc
Nationwide Fund Distributors, LLC
Jpmorgan Investment Management Inc
J.P. Morgan Institutional Investments Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
*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 Jena Gruenebaum 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 Marygold & Co. Advisory Services, LLC
New Albany, OH
New Albany, OH
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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