Jennifer Bower Perkins

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

• 11/2015 → 06/2018
  Fairfield County Bank
  Ridgefield, CT
• 06/2018 → Present
  Fairfield County Financial Services
  Ridgefield, CT
• 06/2018 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2001-07-16 → 2003-08-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2020-08-18
• S65 Uniform Investment Adviser Law Examination
  2001-07-06
• S63 Uniform Securities Agent State Law Examination
  1996-07-26

Other Names

• Jennifer Jean Bower