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Information

Other Names: Jennifer Speas
Firm:
Type: RIA
Description

Jennifer Landon is a financial professional at Horter Investment Management, LLC, a $668M RIA based in Cincinnati, OH. Jennifer has held an industry securities registration for 12 years and is subject to SEC oversight.

BrightScope Advisor Metrics

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Jennifer Lynne Landon has not answered any questions on Financial Q&A.

Top Guides

Jennifer Lynne Landon has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans
Other Pooled Investment Vehicles
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
Horter Investment Management, LLC 4 years, 11 months May 2009 - Present
Journey Financial Services 7 years, 3 months Jan 2007 - Present
Foresters Equity Services, Inc. 8 years, 5 months Jan 2001 - Jun 2009
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 01/23/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
01/23/2013
06/23/2009
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 04/18/2009
Uniform Securities Agent State Law Examination Series 63 01/31/2001
Investment Company Products/Variable Contracts Representative Examination Series 6

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges