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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2019
- Office Locations
- 1
Office Locations
About Nexjenn Financial Services
NEXJENN Financial Services is a Naperville, IL RIA focused on individualized retirement planning for clients nearing or in retirement, pairing comprehensive financial planning with investment planning and portfolio construction. Investment themes include asset allocation and active management, with mutual funds and annuity solutions used where appropriate. Notable affiliations include NAPFA and XY Planning Network; primary custodian is Charles Schwab.
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Owner & Executives
MARGUERITE JENNINGS BEACH
Chief Compliance Officer, Founder, Owner
- CRD
- #6743545
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,917,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,917,972 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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