Jenna Everett

Jenna Everett
CFP®
Associate Financial Advisor with the practice of Jim Everett
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(269) 983-2700
2603 Niles Ave
Ste B
St Joseph, MI 49085


jenna.m.everett@ampf.com

Contact Information


(269) 983-2700
2603 Niles Ave
Ste B
St Joseph, MI 49085

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EVERETT & ASSOCIATES

A financial advisory practice of
Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/jenna.m.everett

My Philosophy

My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals.

Backed by a team of professionals who specialize in everything from retirement, tax and estate planning strategies to insurance and asset management, our Ameriprise Platinum Financial Services® advisors have the resources to support all of your unique financial needs throughout your life.

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner, 1992-present
  • B.A., 1986, Michigan State University

Professional Associations

  • Ameriprise Financial Services, Inc.
  • Platinum Team Practice, 2007
  • President's Recognition Award

Community Participation

  • Berrien Community Foundation

License information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct certain business in AZ, MN, NM

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.