Jennifer DeFries

Registered Associate at Investment Planners, Inc. -- IPI Wealth Management, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Bloomington, Illinois, United States, US
Languages
  • English -
Skills

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Series 24
    FINRA (Financial Industry Regulatory Authority)
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
  • Series 66
    FINRA (Financial Industry Regulatory Authority)
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Investment Planners, Inc. -- IPI Wealth Management, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Associate
      • Jan 2020 - Present
  • First Allied Securities, Inc.
    • Financial Services
    • 100 - 200 Employee
    • Registered Assistant
      • Jul 2019 - Oct 2019
    • Compliance Associate
      • Aug 2016 - Jul 2019

      Securities offered through Investment Planners, Inc., Member FINRA/SIPC. Investment advisory services offered through IPI Wealth Management, Inc. Securities offered through Investment Planners, Inc., Member FINRA/SIPC. Investment advisory services offered through IPI Wealth Management, Inc.

  • Truck Insurance Specialists, Inc.
    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Manager
      • Aug 2015 - Jun 2016
  • First Midwest Securities, Inc
    • Financial Services
    • 1 - 100 Employee
    • Accounts Principal
      • Mar 2010 - Jul 2015
  • Bonifant Financial Group Inc
    • United States
    • Financial Services
    • Registered Assistant
      • Oct 2005 - Jan 2008

      Registered Assistant to an Independent Representative under Mass Mutual. I also held a Maryland Insurance License while working for Mr. Bonifant. Registered Assistant to an Independent Representative under Mass Mutual. I also held a Maryland Insurance License while working for Mr. Bonifant.

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Operations Manager
      • Nov 2003 - Jan 2005

      Working with the Investment Specialist, we handled anything investment related, including all account paperwork and trades, of the clients of the agents in our office and the surrounding smaller offices. Also worked closely with the Compliance Officer in the office. Was in charge of making sure all Mutual Fund materials were kept up to date for many different fund companies. Working with the Investment Specialist, we handled anything investment related, including all account paperwork and trades, of the clients of the agents in our office and the surrounding smaller offices. Also worked closely with the Compliance Officer in the office. Was in charge of making sure all Mutual Fund materials were kept up to date for many different fund companies.

  • Midsouth Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Assistant
      • Dec 2002 - Nov 2003

      I was the Registered Assistant to an Independent Representative under Midsouth Capital. When the Rep went independent, I helped with all paperwork to open accounts and transfer in the accounts from the Rep's previous firm. I was his office manager and worked very hard to make sure his client files were kept up to compliance standards. I was the Registered Assistant to an Independent Representative under Midsouth Capital. When the Rep went independent, I helped with all paperwork to open accounts and transfer in the accounts from the Rep's previous firm. I was his office manager and worked very hard to make sure his client files were kept up to compliance standards.

Education

  • Illinois State University

Community

You need to have a working account to view this content. Click here to join now