JC
JC

Jenna Lee Cairns

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
24,542 clients
Average Client Portfolio
$267K average
Assets Under Management
$6.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jenna owns Beacon Wealth Services, an insurance sales business, since 2010, dedicating nearly full-time hours to it. She is also an NC Solicitor for Gradient Investments, LLC since February 2023.

Employment History
Current Registrations
Gradient Investments, LLC
February 2023 - Present · 3 yrs
Beacon Wealth Advisory
April 2017 - Present · 8 yrs 10 mos
State Registrations4 states
KSMONCTX
Advisor
Exams
No exam information available for this advisor.
Jenna Lee Cairns - Financial Advisor | TrueAdvisor