Jenna joined Fluent Financial in June 2018. As a Client Relationship Manager, she is responsible for financial transactions and preparing comprehensive financial plans.
Jenna comes with years of experience in the financial services industry and holds the Series 7 (Securities Representative) and 63 (State Law License) licenses with Private Client Services (PCS). Before joining Fluent Financial, she worked as a Relationship Specialist with Charles Schwab in Westlake, Texas and the Business and Operations Manager for Donnelly Wealth Advisors, a Registered Investment Firm in San Diego, California. She has extensive experience with account operations, client management, and financial services marketing.
Jenna graduated from the University of Oklahoma with a BA in Sociology-Criminology and a minor in Psychology. Jenna was born and raised in Coppell, Texas and is happy to be home after living in San Diego for five years. In her free time, Jenna enjoys spending time with her husband Kevin and pets (Kiwi and Kona), exercising, drawing, and horseback riding.