JR
JR

Jennifer Rawls

5 Years of Experience
Homewood, AL

Jennifer Rawls is a registered investment advisor at Park Place Capital Corporation, based in Homewood, AL, with 5 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 416 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
416 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$724.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Park Place Capital charges a percentage of the value of your portfolio for investment management services. The exact percentage is negotiable and depends on the amount of assets being managed and the type of management. The fee is generally charged quarterly in advance. If you end your investment agreement, you'll get a refund for the portion of the fee that covers the remaining time in the quarter.

Loading...

Location

2728 19th Place S, Suite 160, Homewood, AL, 35209

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Park Place Capital Corporation
March 2021 - Present · 5 yrs 1 mo
State Registrations1 state
AL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.