Jennie Marie Fleming

Current Employers

Hbw Advisory Services Llc

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-10-14

IL RA
APPROVED

Since 2021-10-14

Branch Locations

27W460 Beecher Avenue Suite C, Winfield, IL 60190 • United States

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	St Charles	IL	09/2005	10/2021
Hbw Advisory Services Llc	Simi Valley	CA	10/2021	Present

09/2005 → 10/2021

Ameriprise Financial Services, Inc.

St Charles, IL
10/2021 → Present

Hbw Advisory Services Llc

Simi Valley, CA

Previous Registrations

2004-01-29 → 2021-08-06

Ameriprise Financial Services, Llc

St. Charles, IL

St Charles, IL

St. Charles, IL

Other Businesses

08/2022 - NOTARY PUBLIC, PREVENT FRAUD AND FORGERY AS AN OFFICIAL AND UNBIASED WITNESS TO THE IDENTITY OF THE PERSON BEFORE ME 09/2022 - WINDFIELD WEALTH ADVISORS LLC, INVESTMENT ADVISOR REPRESENTATIVE, FINANCIAL PLANNNING AND ASSET MANAGEMENT 12/2023 - GREATER WINFILED CHAMBER OF COMMERCE, MEMBER, MONTHLY MEETINGS, RIBBONS CUTTONS AND INCREASE ATTENDENCE. 8/2024 - NEW GENERATION INSURANCE, AGENT, OBTAIN QUOTES FOR LIFE INSURANCE AND LONG TERM CARE INSURANCE 8/2024 - ENCORESTATE PLANS, REFERRING AGENT, TRUSTS AND WILLS 10/2024, Estate Guru, referring client for estate planning services such as the creation of wills and trusts. 1/2025 - TAX ACT PRO, 1040 TAX RETURNS, PREPARE TAX RETURNS ON TAXACT PRO WEBSITE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-01-28

S66 Uniform Combined State Law Examination

2004-01-28

View on SEC IAPD