Jennifer Grilliot Troiano

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 10/2015 → Present
  Ram Financial
  Louisville, KY

Other Businesses

1.RAM FINANCIAL COMPANY SINCE 10/2015, ASSISTANT, investment related, 60% time spent on activity during securities hrs. 2. Private Client Group, LLC., DBA, investment related, 1-20% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-20

Other Names

• Jennifer Grilliot
• Jennifer Ann Grilliot
• Jennifer Grilliot Troiano
• Jennifer Ann Troiano