JI
JI

Jennifer Immoos-Hernandez

7 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Jennifer Immoos-Hernandez is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 7 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Denied
Other Business ActivitiesSells Insurance

Jennifer is an agent with Bankers Life & Casualty. This activity is likely insurance-related.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
December 2020 - Present · 5 yrs 5 mos
Bankers Life Securities, INC.Broker
May 2018 - Present · 8 yrs
State Registrations2 states
INMI
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.
Jennifer Immoos-Hernandez - Financial Advisor | TrueAdvisor