Jennifer Ha
Jennifer Ha is a registered investment advisor at Raymond James & Associates, INC., based in Walnut Creek, CA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2999 Oak Road Suite 1030, Walnut Creek, CA, 94597
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns rental real estate property since 2006, spending minimal time on it. She collects rent and pays for mortgage and expenses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
State Registrations5 states
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