Jennifer Mckinnon
Advisor at Prosperity - An EisnerAmper Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Prosperity - An EisnerAmper Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
Jennifer Mckinnon is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Prosperity - An EisnerAmper Company and has prior experience with Avantax Advisory Services, Hpg Wealthcare Advisors, and 1 St Global Capital Corp. In addition to her advisory role, she is also licensed as an insurance agent involved in fixed insurance and annuity sales. Prosperity provides investment planning, tax and estate planning, retirement and income protection strategies, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes diversified asset allocation, ongoing portfolio monitoring, and utilizes independent managers and third-party technology platforms, supported by its affiliation with EisnerAmper and Eisner Advisory Group.
Based on Prosperity - An EisnerAmper Company
Based on Prosperity - An EisnerAmper Company
Based on Prosperity - An EisnerAmper Company
Based on Prosperity - An EisnerAmper Company
Fixed fees for financial planning services, negotiated per client and project scope, starting typically at $5,000 for certain services.
$0 - $500,000: Not specified explicitly but implied fees start at 0.30% $500,000+: Range between 0.30% and 1.50%, fees are negotiable
Commission-based compensation received by representatives in separate broker-dealer capacities; approximately 1% of Firm’s revenue from commission-based insurance products.
Up to $550 per hour for financial planning services, minimum 1 hour.
Account minimum: $500,000 minimum account size Fee-only: Hourly fees up to $550 per hour; Fixed fees negotiable, typically starting at $5,000 for financial planning through Guidebook service.
1500 Sunday Drive, Suite 300
Raleigh, NC 27607
North Carolina
Prosperity - An EisnerAmper Company
2024 - Present (2 years)
Dai Securities Llc
2024 - Present (2 years)
Avantax Advisory Services
2019 - 2024 (5 years)
Avantax Investment Services, Inc.
2019 - 2024 (5 years)
Hpg Wealthcare Advisors Llc
2011 - 2024 (13 years)
Hpg Wealthcare Advisors, Llc
2011 - 2024 (13 years)
1 St Global Capital Corp
2011 - 2019 (8 years)
1 St Global Advisors, Inc
2011 - 2019 (8 years)
Avantax Insurance Services, Inc.
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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