JE
JE

Jennifer Eggleston

25 Years of Experience
Belle Plaine, IA
Broker

Jennifer Eggleston is a registered investment advisor, based in Belle Plaine, IA, with 25 years of industry experience.

Location

Belle Plaine, IA

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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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Employment History
Current Registrations
Level Four Financial, LLC
August 2025 - Present · 1 yr 1 mo
Level Four Advisory Services
August 2025 - Present · 1 yr 1 mo
Level Four Financial, LLCBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
LPL Financial LLC
September 2021 - July 2025 · 3 yrs 10 mos
LPL Financial LLCBroker
September 2021 - July 2025 · 3 yrs 10 mos
RBC Capital Markets, LLC
March 2001 - August 2021 · 20 yrs 5 mos
RBC Capital Markets, LLCBroker
April 2000 - August 2021 · 21 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Jennifer Eggleston - Financial Advisor | TrueAdvisor