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Qualifications of Financial Advisor in Grass Valley

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Financial Advisors in Grass Valley, California
Financial Advisor Office Location Phone Number
Jennifer Staben
Edelman Financial Engines, LLC
1112 Galleria Boulevard Suite 160,
Roseville, CA  95678
9245 Laguna Springs Drive Suite 200,
Elk Grove, CA  95758
(916) 780-5353

Information on Qualified Financial Advisors in Grass Valley

Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 1112 Galleria Boulevard Suite 160,
Phone Number (916) 7805353

Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,CA  95758

Joined Edelman Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

List of Additional Financial Advisors in or around Grass Valley, California
Ostrofe Financial Consultants, Inc. Grass Valley, CA

Select other cities around Grass Valley, California to broaden your search for a financial advisor