Jenni M. Opperman
Professional summary
Jenni Marie Opperman, who also goes by Jennifer M Opperman, Jenni Templeton, is a registered financial advisor currently at PORTUS CAPITAL MANAGEMENT, LLC located in Upper Marlboro, Maryland.
Jenni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jenni has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jenni Marie Opperman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2018 - Present
PORTUS CAPITAL MANAGEMENT, LLC
Office #1: 9604 Weshire Drive, Upper Marlboro, MD 20774Office #2: 215 Ward Circle, Suite 107, Brentwood, TN 37027January 17, 2018 - October 7, 2020
PURSHE KAPLAN STERLING INVESTMENTS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2023)
(5/9/2018)
Exams
Current Firm
PORTUS CAPITAL MANAGEMENT, LLC
CRD#: 285689 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 596 |
| AUM (Assets Under Management) | $ 82,275,466 |
Red Flags
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Company Information
PORTUS CAPITAL MANAGEMENT, LLC
CRD#: 285689Upper Marlboro, MD 20774TRUST BUT VERIFY
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