Jennifer Ann Ly is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with PORTFOLIO MEDICS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PORTFOLIO MEDICS, LLC | 2026-01-01 | present | Yes |
| LIFEPRO ASSET MANAGEMENT | 2018-11-28 | 2023-08-02 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2016-12-12 | 2018-10-29 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-05-29 | 2014-12-18 | — |
| CITICORP INVESTMENT SERVICES | 2003-06-02 | 2007-05-29 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-03-28 | 2003-05-09 | — |