Jennifer Scroggins is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC. She has over 25 years of experience helping small business owners and families make sound financial decisions based on trust and confidence.
Her goal is to help clients identify and accomplish their financial objectives, which generally include, protecting their families and/or business, accumulating assets for retirement, and transferring wealth to loved ones.
What people can gain from working with Jennifer is confidence. She builds strong client relationships that motivate people to be proactive about making those “tough” decisions. She thrives on sharing knowledge and working with business partners that believe in putting the client first.
- 2010 President/Chair - San Antonio Women's Chamber
- 2009 National Board Member - Women in Insurance & Financial Services
- 2007 Recipient - Women In Insurance & Financial Services Angel Award. Awarded each yea rto one financial representative, nominated by her peers, for leadership and mentoring of others.
- Group 1
- Series 6
- Series 7
- Series 24
- Series 63
- Series 65
Awards and Recognition
- Multi-year FIVE-STAR Wealth Manager*
- 2014-2017 MDRT Qualifying Member, Court of the Table**
- 2014-2017 ACE Platinum Producer - Signator Investors, Inc.***
Memberships & Affiliations
- Stone Oak Rotary - Member
- Stone Oak Business Association - Co-Chair Development Committee
- Women's Advisory Counsel- Founder
- Leukemia & Lymphoma Society - Campaign Member
- Family Services Association - Volunteer
- SLEW Cancer Wellness Center - Board Member
- Jennifer's hobbies include team tennis, co-ed softball and spending time with her three children.
*The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one clients experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.
**Qualifying membership in the Million Dollar Round Table (MDRT) Court of the Table is based on minimum sales production requirements and gross business generated within a year.
***ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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