Jennifer Lynn Guerrero

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2007 → 08/2021
  Waddell & Reed, Inc
  Overland Park, KS
• 01/2024 → Present
  Private Client Services
  Overland Park, KS
• 08/2021 → 12/2023
  Lpl Financial
  Olathe, KS
• 01/2024 → Present
  Prime Capital Investment Advisors
  Overland Park, KS

Previous Registrations

• 2021-11-05 → 2023-12-07
  Lpl Financial Llc
  Fort Mill, SC
  Shawnee Mission, KS
  Overland Park, KS
• 2007-10-03 → 2021-09-15
  Waddell & Reed
  Overland Park, KS
  Leavenworth, KS
  Shawnee, KS
  Overland Park, KS

Other Businesses

Prime Capital Investment Advisors LLC. 6201 College Blvd, Suite 150, Overland Park, KS 66211. RIA. 150 hrs/mo; 130 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-24