JD
JD

Jenna Lee Demoss

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

9627 Wall St., Nashville, IL, 62263

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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 Activities

Jenna is a joint owner with her husband of a long-term rental property in Florida. A property manager handles all duties, requiring minimal time commitment from Jenna.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Assuredpartners Investment Advisors
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Kestra Investment Services, LLCBroker
November 2022 - August 2024 · 1 yr 9 mos
Kestra Advisory Services, LLC
November 2022 - August 2024 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - May 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - May 2021 · 3 yrs 5 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.