As Portfolio Trading Specialist, Jennifer assists with the maintenance of client accounts within the firm’s portfolio management system and provides operational support to the trading team. Jennifer has broad experience assisting advisors in portfolio allocation, helping clients meet retirement goals according to their unique risk tolerance, objectives and market conditions.
Prior to joining JFS Wealth Advisors, Jennifer worked as Portfolio Administrator for FEIC Financial in Youngstown, OH. Jennifer received her Bachelor’s Degree in Finance with a concentration in Accounting.
Outside of work, Jennifer enjoys spending time with her husband, son and daughter — always staying busy running her kids to their various activities. When it’s time to relax, you may find Jennifer traveling to new destinations on family vacations.