Jennifer Mckinnon
Jennifer Mckinnon is a CFP-designated registered investment advisor at Prosperity - an Eisneramper Company, based in Owings Mills, MD, with 22 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jennifer works as an insurance agent selling fixed annuities and insurance products. This activity requires minimal time.
Employment History
Current Registrations
Dai Securities, LLCBroker
Prosperity - an Eisneramper Company
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Advest, INC.Broker
Serfin Securities,inc.Broker
Abaco International CorporationBroker
State Registrations28 states
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