Jeneen Slack
Jeneen Slack is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeneen works as an independent contractor and financial advisor for Summit Financial Group since 2016. This activity takes about half of Jeneen's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Alamo Capital
Alamo CapitalBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations14 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.