Jenna Cairns
Jenna Cairns is a registered investment advisor at Gradient Investments, LLC, based in Overland Park, KS, with 8 years of industry experience. Jenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
Fee Estimator
Location
7381 W 133rd Street, Suite 200, Overland Park, KS, 66213
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jenna owns Beacon Wealth Services, an insurance sales business, since 2010, dedicating nearly full-time hours to it. She is also an NC Solicitor for Gradient Investments, LLC since February 2023.
Employment History
Current Registrations
Gradient Investments, LLC
Beacon Wealth Advisory
State Registrations4 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.
Exams
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