Jennifer L. Loper
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 Lea Loper, who also goes by Jennifer Lea Hurdle, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2005. Jennifer had worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 10, 2017 - January 2, 2018
AGG ASSET MANAGEMENT, LLC
October 20, 2015 - January 10, 2017
LUMINOUS 8 WEALTH MANAGEMENT LLC
July 15, 2013 - October 19, 2015
AGG ASSET MANAGEMENT, LLC
July 1, 2013 - July 2, 2013
MUTUAL ADVISORS, LLC
August 3, 2007 - July 2, 2013
MUTUAL SECURITIES, INC.
August 3, 2007 - July 2, 2013
MUTUAL SECURITIES, INC.
February 12, 2007 - August 7, 2007
EDWARD JONES
January 10, 2005 - August 7, 2007
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AGG ASSET MANAGEMENT, LLC
CRD#: 154846 / SEC#: 801-71817
Contact information
Regulatory assets under management
| Total Number of Accounts | 163 |
| AUM (Assets Under Management) | $ 51,000,000 |
Red Flags
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.
