Jennifer Harris
Jennifer Harris is a CFP-designated registered investment advisor at The Driscoll Group, INC., based in Jacksonville, FL, with 21 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee Estimator
Location
8825 Perimeter Park Blvd, Suite 604, Jacksonville, FL, 32216-1122
Get directionsHistory
Regulatory History (1)
Financial
October 2019Other Business Activities
Jennifer is an advisor for The Driscoll Group, Inc., an independent RIA, since 2020, spending a few hours per week meeting with clients to develop and present financial plans. She also works for The Driscoll Group, Inc. as an associate/employee in a non-owner support role, dedicating a few hours per week to meeting with clients to develop and present financial plans.
Employment History
Current Registrations
The Driscoll Group, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations16 states
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.