Jennifer Lynn Steele
Professional Summary
Jennifer Lynn Steele is a registered financial advisor currently at CORINTHIAN PARTNERS, L.L.C. located in Clearwater, Florida. Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2000. Jennifer has worked at 5 firms and has passed the Series 63, Series 52TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CORINTHIAN PARTNERS, L.L.C. | CORINTHIAN PARTNERS, L.P.
Contact Information
Main Address
275 Madison Avenue 8th Floor, New York, NY 10016Mailing Address
275 Madison Avenue 8th Floor, New York, NY 10016Phone Number
(212) 287-1500Established
New York since 05/16/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (33 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/19/2026)
(2/9/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jennifer Lynn Steele's CRS (Customer Relationship Summary).
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