Jennifer
Tepinski

Russell Investments

CRD#7146091
Investment Advisor
in Milwaukee, WI

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About this Advisor

Jennifer Tepinski is a financial advisor based in Milwaukee, Wisconsin, working with Russell Investments. Jennifer has previously held positions at J.P. Morgan Securities, LLC, Jpmorgan Chase Bank, N.A, Town Bank, Ascena Retail Group-Maurices, Catch 35 Naperville, Panera Bread, Aldos Pizzeria & Italian Ristorante, Rochelle Township High School, Pioneer Hi-Bred International, and Russell Investments Financial Services, LLC. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington and Wisconsin. Currently, Jennifer is part of Russell Investments, which operates out of Milwaukee, Wisconsin. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

833 East Michigan Suite 850
Milwaukee, WI 53202

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

WI Average: $3,566,627,242
Total Number of Employees

653

WI Average: 46
Total Number of Accounts

70,944

WI Average: 1,499
Average Account Size

$739,747

WI Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jennifer Tepinski Work History

2021 - Present (4 years)

Russell Investments Financial Services, LLC

2019 - Present (6 years)

Jpmorgan Chase Bank, N.A

2019 - 2021 (2 years)

J.P. Morgan Securities, LLC

2018 - 2018 (< 1 year)

Ascena Retail Group-Maurices

2017 - 2019 (2 years)

Town Bank

2016 - 2017 (1 year)

Jpmorgan Chase Bank, N.A

2015 - 2016 (1 year)

Catch 35 Naperville

2015 - 2016 (1 year)

Panera Bread

2014 - 2015 (1 year)

Aldos Pizzeria & Italian Ristorante

2011 - 2015 (4 years)

Rochelle Township High School

2010 - 2014 (4 years)

Pioneer Hi-Bred International

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Disclosures

Please visit the SEC profile of Jennifer Tepinski 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 Russell Investments

Benjamin L'Empereur
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Gregory Grocholski
Milwaukee, WI
Jared Hare
Milwaukee, WI
Martin Roche
Milwaukee, WI
Alexander Russo
Seattle, WA
Derek Hart
Seattle, WA
Jeffrey Christiansen
Milwaukee, WI

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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