“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.
“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.
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.”
Previously posted on WealthManagement.com
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Previously posted on Forbes.
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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)
Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.
Certain individuals associated with JOYN Advisors, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment advisor, member FINRASIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s Broker Check. For information about which individuals associated with JOYN Advisors, Inc. are registered, specifically approved by, and are authorized to offer which securities and investment advisory services on Securian’s behalf, please contact them at 1-800-820-4205.
JOYN Advisors, Inc. is independently owned and operated and offers its own suite of products and services entirely independent of Securian.