Jennifer Flickinger

Employer firm

Tru Independence Asset Management, LLC CRD 168256

$337M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2010 → 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

• S66 Uniform Combined State Law Examination
  2005-01-10

Other Names

• Jennifer Burback
• Jennifer Kuipers