JN
CFP
JN
CFP

Jennifer Napper

18 Years of Experience
Lafayette, CA
Broker

Jennifer Napper is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lafayette, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

Lafayette, CA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2018 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.
November 2018 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2018 · 1 yr 8 mos
MML Investors Services, LLC
March 2017 - November 2018 · 1 yr 8 mos
Msi Financial Services, INC.
March 2009 - March 2017 · 8 yrs
Msi Financial Services, INC.Broker
February 2009 - March 2017 · 8 yrs 1 mo
Citigroup Global Markets INC.
January 2008 - December 2008 · 11 mos
Citigroup Global Markets INC.Broker
October 2007 - December 2008 · 1 yr 2 mos
State Registrations18 states
AZCACODEFLHIIAIDILMDMENVNYORSCTXVAWA
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.