JM
JM

Jennifer Mckinsey

27 Years of Experience
Lincoln, NE
Broker

Jennifer Mckinsey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lincoln, NE, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8555 Executive Wood Drive, Suite 400, Lincoln, NE, 68512

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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

Jennifer works as an associate/employee at Focus Financial, a support company, since 2019. This takes about half of Jennifer's time and is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2019 - Present · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2019 · 10 yrs 5 mos
Morgan Stanley
June 2009 - November 2019 · 10 yrs 5 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
March 2006 - June 2009 · 3 yrs 3 mos
RBC Dain Rauscher INC.Broker
February 1999 - March 2006 · 7 yrs 1 mo
State Registrations1 state
NE
AdvisorBrokerBoth

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.