Nexjenn Financial Services

Nexjenn Financial Services (CRD# 305454) is a financial advisory firm headquartered in , . They manage $1,697,002 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.nexjennfinancial.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $565,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Nexjenn Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Marguerite Beach, financial advisor Naperville IL
Marguerite J. Beach
CRD#: 6743545
Naperville, IL

Marguerite Beach (CRD# 6743545) is an Investment Advisor Representative working at Nexjenn Financial Services in Naperville, IL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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