Jennifer DeLoach

Jennifer DeLoach

Manager, Client Services & Compliance Officer

  • Education

    Bachelor of Arts in Spanish International Trade from Auburn University

  • Certifications/Licenses

    CERTIFIED FINANCIAL PLANNER™ (CFP®)
    Series 7, 63, 65, 24, 9, 10, 55

  • Joined Us In

    2018

  • Prior Experience

    ACG Wealth, Chief Compliance Officer
    Securities Compliance Management, Compliance Consultant
    Robert W. Baird, Financial Advisor
    Sterne Agee, Financial Advisor
    Sterne Agee, Operations

  • Born & Raised

    Birmingham, Alabama

  • Family

    Husband Mark, son Ford and daughter Miller

  • Favorite...

    College football – Auburn Tigers

  • Favorite Quote

    “Success is not final, failure is not fatal; it is courage to continue that counts.” – Winston Churchill

Jennifer has over 20 years of experience in financial services. Throughout her career, she has worked in nearly all aspects of the industry. Jennifer began her career serving in operations. Later, she successfully built her career to include time as a trade assistant, operations manager, and financial advisor. During her years as a financial advisor, Jennifer also added the responsibility of branch compliance supervision which later led to her role as Chief Compliance Officer of a regional RIA with over a billion dollars in assets under management.

Jennifer DeLoach, Jennifer DeLoach

“I didn’t have a plan to go into finance out of college. After my senior year I landed a job at a bank in Birmingham and I liked how everyday was different and something new to learn, you don’t learn everything about this industry in college.” This varied industry experience has led to Jennifer’s current role as Manager of Client Services at JOYN, allowing her to return to her roots and lead a team that supports advisors, clients and other departments of the firm.

Athletic and competitive, Jennifer learned to water ski as a child. “Watching my dad slalom made me want to learn to cut the water and send the spray high into the air like he did. When I was nine, he bought me my first set of skis and after I learned my parents couldn’t get me back in the boat. I can’t wait to teach my kids to water ski!” Jennifer and her husband Mark enjoy taking their children, son Ford and daughter Miller, to her parents’ house at Lake Martin. “Some of my best memories growing up are of spending summers at the lake with my family,” Jennifer explains.

Jennifer DeLoach, Jennifer DeLoach

She is a die-hard Auburn fan who loves college football. Some of her other interests also include spending time with family and friends, reading, and cooking. Jennifer says, “I don’t have a favorite meal or dish to cook per se – but some of the best dishes are ones you don’t have a recipe for and create using what you have on hand.”

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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