Best Investors Account Sign in
Inactive

Jennifer Leigh Kranz

Fisher Investments

Plano, TX

Tampa, FL

CRD 4758195

Claim This Profile
Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-11
TX RA APPROVED 2023-08-15
FL RA APPROVED 2021-12-21
  • MD RA
    APPROVED
    Since 2024-12-11
  • TX RA
    APPROVED
    Since 2023-08-15
  • FL RA
    APPROVED
    Since 2021-12-21

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Tampa, FL • 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
OrganizationCityStateFromTo
Voya Financial Tampa FL 09/2014 09/2021
Voya Financial Partners Tampa FL 09/2014 09/2021
Fisher Investments Tampa FL 09/2021 Present
  • 09/2014 → 09/2021
    Voya Financial
    Tampa, FL
  • 09/2014 → 09/2021
    Voya Financial Partners
    Tampa, FL
  • 09/2021 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
  • 2007-11-26 → 2009-03-26
    Banc Of America Investment Services, Inc.
    Charlotte, NC
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-06
S66 Uniform Combined State Law Examination 2007-11-15
S63 Uniform Securities Agent State Law Examination 2004-06-02
  • S65 Uniform Investment Adviser Law Examination
    2021-12-06
  • S66 Uniform Combined State Law Examination
    2007-11-15
  • S63 Uniform Securities Agent State Law Examination
    2004-06-02
Other Names
  • Jennifer Leigh Kranz
  • Jennifer Leigh Van Vooren
  • Jennifer Leigh Van Vooren

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor