Registered Client Services Professional
After interning with us for 3 summers, Jenna officially joined the team in June 2020. Jenna graduated Magna Cum Laude from Saint Joseph’s University in Philadelphia, PA with a degree in Finance and Business Analytics. She was an active member of the professional business fraternity Delta Sigma Pi, national service fraternity Alpha Phi Omega, and a weekly community service volunteer at a local food bank.
Jenna holds a FINRA General Securities Representative license (Series 7) and Uniform Combined State Law license (Series 66). She is also licensed to sell Life, Health, and Variable insurance in New Jersey. Jenna is Bucket Plan Certified, making her one of an elite group of financial professionals trained in a process that takes all the aspects of financial life into consideration, such as income needs, time horizon, volatility tolerance, and tax situation.
Outside of work, Jenna likes to stay active. You can find her on the tennis court, golf course, or running along the streets of her hometown in Cinnaminson, NJ.