SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Jennifer Beagles

A smiling consultant from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, wearing a black blazer and red top and standing with her arms crossed in front of a large window.

Jennifer Beagles

Senior Client Service Representative

The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes.

Mishawaka, IN

jbeagles@sym.com

@jbeagles

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Purdue University logo displayed by SYM Financial Advisors, a commission-free fiduciary.

Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for the Financial Paraplanner Qualified Professional designation, representing the fiduciary standards upheld by SYM Financial Advisors.

Financial Paraplanner Qualified Professional™

Jennifer’s Words to Live By

“If not now, then when?”

Personal Pursuits

Jennifer’s goal is to earn her Certified Financial Planner® credentials and become an advisor. In her free-time she enjoys playing with her goldendoodle puppy, spending time with family and friends, and being outdoors.