# Jennifer Ann Ly

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTFOLIO MEDICS, LLC](https://search.stillhousedata.com/firm/145958) | 2026-01-01 | present | Yes |
| [LIFEPRO ASSET MANAGEMENT](https://search.stillhousedata.com/firm/285252) | 2018-11-28 | 2023-08-02 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2016-12-12 | 2018-10-29 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2014-12-18 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2003-06-02 | 2007-05-29 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2003-03-28 | 2003-05-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4623311)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4623311.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.