Jennifer Nilles, financial advisor Santa Monica CA

Jennifer Nilles

CRD Number: 1712263
Current Firm: Guggenheim Partners Investment Management, LLC

Jennifer Nilles (CRD# 1712263) is an Investment Advisor Representative working at Guggenheim Partners Investment Management, LLC in Santa Monica, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Guggenheim Funds Distributors, LLC Chicago, IL Apr 2015 - Current 8
Guggenheim Credit Services New York, NY Jul 2013 - Current 10
Guggenheim Partners Investment Management, LLC Nw York, NY Jul 2013 - Current 10
Guggenheim Securities, LLC New York, NY Jul 2013 - Apr 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Jennifer J. Nilles
Phone Number: 310-576-1270
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    198,110
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $808,614,059
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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