Jennifer Clifford

Employer firm

Embree Financial Group CRD 108233

$2.64B regulatory AUM 10 advisory clients

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

• 08/2003 → Present
  Embree Financial
  Chicago, IL

Other Businesses

Owner; SISU FOR ME LLC; Investment Related: No; 2223 Thrasher Lane Austin TX 78741; Consulting; Consulting for divorcing individuals; 2023-10-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5;

Designations

• Certified Financial Planner