Jennifer Lynn Grant

Current Employers

Employment History

• 03/2013 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Green Bay, WI
• 02/2020 → 08/2020
  Kerberrose Wealth Management, Llc
  Green Bay, WI
• 02/2020 → 08/2020
  Apw Capital, Inc
  Rockaway, NJ
• 08/2020 → Present
  Equity Services, Inc.
  Montpelier, VT
• 08/2020 → Present
  Degeneffe Financial Llc
  Green Bay, WI

Previous Registrations

• 2020-02-06 → 2020-07-28
  Kerberrose Wealth Management, Llc
  Green Bay, WI
  Shawano, WI
• 2014-11-18 → 2020-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI

Other Businesses

*DEGENEFFE FINANCIAL LLC. 1500 RIVER PINES DRIVE,GREEN BAY, WI 54311. INV REL. AUG 2020. REGISTERED ADMIN. FIXED INS OFFICE. SERVICE CLIENTS WITH DAY TO DAY ACCOUNT MANAGEMENT, OPEN NEW ACCOUNTS, SCHEDULE MEETINGS, ENSURE OFFICE COMPLIANCE, TRADES. DURING TRADE HRS*JENNIFER L GRANT,1500 RIVER PINES DRIVE, GREEN BAY, WI 54311,05/14/2021,ONGOING,NOTARY,NOT INV REL,NOT DURING TRD/HRS,1%*ALDERMAN CITY COUNCIL,100 N JEFFERSON ST.,GREEN BAY,WI 54301,NOT INV REL,2 YR TERM,04/19/2024,NOT DURING TRD/HRS,ALDERMAN/GREEN BAY CITY COUNCIL,0*WEALTHPOINT FINANCIAL,1500 RIVER PINES DR.,GREEN BAY, WI 54311/160 N. EILLIS AVE., PESHTIGO, WI 54157,ONGOING,05/01/2024,INV REL,DURING TRD/HRS,CLIENT RELATIONS SPECIALIST,100%*LAKESHORE FINANICAL GROUP, 1500 RIVER PINES DRIVE, GREEN BAY, WI 54311,02/26/2026,ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT,40 HRS/WK.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-17

Other Names

• Jennifer Lynn Hoffman
• Jennifer Lynn Grant
• Jennifer Grant