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Jennifer Flickinger

Tru Independence Asset Management, LLC

Corsicana, TX

Portland, OR

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Current Employers
Tru Independence Asset Management, Llc

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-03
  • TX RA
    APPROVED
    Since 2021-03-03

Branch Locations

Corsicana, TX • United States

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • 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
Umpqua Investments, Inc. Portland OR 11/2010 02/2020
Umpqua Bank Portland OR 09/2009 02/2020
Tru Independence, Llc Portland OR 02/2020 Present
  • 11/2010 → 02/2020
    Umpqua Investments, Inc.
    Portland, OR
  • 09/2009 → 02/2020
    Umpqua Bank
    Portland, OR
  • 02/2020 → Present
    Tru Independence, Llc
    Portland, OR
Previous Registrations
  • 2010-11-30 → 2020-02-21
    Steward Partners Investment Solutions, Llc
    Portland, OR
  • 2005-01-14 → 2009-04-24
    Wells Fargo Investments, Llc
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-10
  • S66 Uniform Combined State Law Examination
    2005-01-10
Other Names
  • Jennifer Burback
  • Jennifer Kuipers

View on SEC IAPD

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