Jennifer S. Boxberger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Sydney Boxberger, who also goes by Jennifer Sydney Green, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2002. Jennifer had worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 28, 2009 - March 27, 2015
COTTONWOOD ADVISORS, LLC
May 11, 2004 - December 14, 2005
PALMER & CAY SECURITIES CORPORATION
December 12, 2003 - April 21, 2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
July 2, 2002 - December 12, 2003
AMERICAN CENTURY INVESTMENT SERVICES INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
COTTONWOOD ADVISORS, LLC
CRD#: 140276 / SEC#: 801-66633
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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