Jennifer Emmons Carlson (CRD# 4321549) is an Investment Advisor Representative working at Gould Capital, LLC in Tacoma, WA and has over 23 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gould Capital, LLC | Tacoma, WA | Apr 2019 - Current | 5 |
| Wells Fargo Advisors Financial Network LLC | Tacoma, WA | Apr 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- WA
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts367ACCOUNTS
-
Average Account Value$407,006
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, NE, OR, WA
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