Jennifer
Juergens

Sanctuary Advisors, LLC

CRD#7727525
Investment Advisor
in College Station, TX

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About this Advisor

Jennifer Juergens is a financial advisor based in College Station, Texas, working with Sanctuary Advisors, LLC. Jennifer has previously held positions at Hill Rivkins Llp, Monshaugen & Van Huff P.C, Hughes, Watters & Askanase, Llp, Locke Lord Llp, Sanctuary Securities, Inc, Bayou Land Conservancy, United States District Court, Southern District Of Texas, University Of Houston Law Center, Crady, Jewett & Mccully, Llp, The Supreme Court Of Texas, Student/Unemployed, G Squared Private Wealth, and Sanctuary Advisors LLC. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jennifer is part of Sanctuary Advisors, LLC, which operates out of College Station, Texas. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

1470 Copperfield Drive
College Station, TX 77845

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

TX Average: $1,347,246,178
Total Number of Employees

597

TX Average: 46
Total Number of Accounts

49,099

TX Average: 1,775
Average Account Size

$448,569

TX Average: $759,012

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 Juergens Work History

2023 - Present (1 year)

Sanctuary Securities, Inc

2023 - Present (1 year)

Sanctuary Advisors LLC

2022 - Present (2 years)

G Squared Private Wealth

2022 - 2022 (< 1 year)

Student/Unemployed

2020 - 2022 (2 years)

Locke Lord Llp

2017 - 2020 (3 years)

Hughes, Watters & Askanase, Llp

2016 - 2017 (1 year)

Monshaugen & Van Huff P.C

2015 - 2016 (1 year)

Hill Rivkins Llp

2015 - 2015 (< 1 year)

Crady, Jewett & Mccully, Llp

2015 - 2015 (< 1 year)

The Supreme Court Of Texas

2014 - 2014 (< 1 year)

Bayou Land Conservancy

2014 - 2014 (< 1 year)

United States District Court, Southern District Of Texas

2014 - 2015 (1 year)

University Of Houston Law Center

Disclosures

Please visit the SEC profile of Jennifer Juergens 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 Sanctuary Advisors, LLC

Courtney Rapa
Indianapolis, IN
Rebecca Baker
Montgomery, AL
Michael Vanaria
Moorestown, NJ
Alexandra Freedman
Wayne, PA
Kenneth Hopkins
Short Hills, NJ
Olivia Fleming
Miami, FL
Emmett Cosgrove
Indianapolis, IN
Michael Janak
Austin, TX

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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