JM
JM

Jennifer Milbrath

2 Years of Experience
Milwaukee, WI
Broker

Jennifer Milbrath is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 2 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 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Milwaukee, WI

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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.

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Other Business Activities

Jennifer is a silent partner with no duties in several property development companies: AJB Monroe Operating Co., AJB Lake Street LLC, AJ Schweitzer Heights LLC, Whitworth West LLC, and AJB USVI LLC. She dedicates minimal time to these activities.

Employment History
Current Registrations
Russell Investments
February 2024 - Present · 2 yrs 3 mos
Russell Investments Financial Services, LLC
October 2023 - Present · 2 yrs 7 mos
Russell Investments Financial Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
State Registrations10 states
AKAZIDMTNMNVORTXWAWI
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.