Jennifer Marshall Secola

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2013 → 12/2017
  Mann Financial Group
  Oakbrook Terrace, IL
• 04/2013 → 08/2017
  Lpl Financial, Llc
  Oakbrook Terrace, IL
• 08/2017 → 12/2017
  H. Beck, Inc.
  Bethesda, MD
• 01/2012 → Present
  Hinsdale Covenant Church
  Hinsdale, IL
• 05/2018 → Present
  Raymond James Financial Services, Inc.
  Warrenville, IL
• 05/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Warrenville, IL

Previous Registrations

• 2017-08-28 → 2018-01-02
  Grove Point Investments, Llc
  Oak Brook, IL
• 2015-11-24 → 2017-09-05
  Lpl Financial Llc
  Oakbrook Terrace, IL
  Chicago, IL
  Oakbrook Terrace, IL

Other Businesses

(1)Name of Business: Legacy Wealth Advisors Address: 4200 Cantera Dr Ste 221, Warrenville, IL, 60555, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered Branch Professional/Wealth Manager

Exams

• S66 Uniform Combined State Law Examination
  2015-11-23

Other Names

• Jennifer Lynn Marshall