Her Story
About Jen
She is a financial advisor and financial planning professional with experience in wealth management, retirement planning, client advisory services, banking, and small business support. She currently serves as a Financial Advisor and Partner at Prime Capital Financial in California. Her background includes financial planning leadership at Edelman Financial Engines, senior consulting work with TD Ameritrade, account services at SAFE Credit Union, and private client banking with JPMorgan Chase Bank.
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