Jennifer Ann Espinoza

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Chesterton, IN
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Chesterton, IN
• 09/2018 → Present
  Benjamin F. Edwards & Co.
  Chesterson, IN

Previous Registrations

• 2016-10-24 → 2018-09-13
  Wells Fargo Clearing Services, Llc
  Merrillville, IN
  Merrillville, IN

Other Businesses

Next Level Balling, LLC; not investment-related; 2993 Cypress Lane, Hobart, IN 46342; hosts sporting tournaments/events; 50% managing member; start date 12.11.24; 4 hours per month; 0 hours per month during trading hours; assists with set-up/organization of sporting tournaments

Exams

• S66 Uniform Combined State Law Examination
  2016-10-24

Other Names

• Jennifer Ann Bleck
• Jennifer Ann Ramirez