Jennifer has over 20 years of experience in financial services, working in nearly all aspects of the industry. She has successfully built her career from serving in operations, including time as a trade assistant, operations manager, and financial advisor. During her years as a financial advisor, Jennifer added the responsibility of branch compliance supervision, which later led to her role as Chief Compliance Officer of a regional RIA with over a billion dollars in assets under management.
Prior to joining NewEdge Advisors, Jennifer worked as a Director of Compliance and Operations where she managed her prior firm’s compliance obligations and led the operations team. This varied industry experience led to her current role as Deputy Chief Compliance Officer where she can utilize her strengths to support compliance initiatives and advisor teams.
Jennifer earned her Bachelor of Arts Degree from Auburn University. She is a CERTIFIED FINANCIAL PLANNER® and holds her Series 7, 24, 63, and 65 licenses. Originally from Birmingham, AL, she currently resides in Atlanta, GA, where she enjoys spending time with her kids and going to the lake.