Manager of Client Services
Jenna manages Pacific Wealth Management’s® Client Services in addition to supporting our operations effort in a variety of areas. She is responsible for processing account transactions, analyzing and refining complex operational processes, providing business management support in addition to managing the client experience. Jenna entered the investment industry in 2006, working as an operations specialist at an independent broker/dealer firm before joining our firm. Jenna earned a bachelor’s degree in political science from San Diego State University, and a paralegal certification from University of San Diego. Jenna has passed the FINRA Series 7 and 66 financial services examinations. Jenna is committed to providing seamless operational support to ensure clients have a wonderful client service experience.