Unclaimed Profile

Jennifer Lea Grunberg

ALLSPRING GLOBAL INVESTMENTS, LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 24, Series 66, Series 99TOClean record24 years registeredALLSPRING GLOBAL INVESTMENTS, LLC

1415 VANTAGE PARK DRIVE, CHARLOTTE, NC 28203CRD# 4273956Firm CRD# 104973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lea Grunberg · CHARLOTTE, NC

Registration

CRD #4273956 · ALLSPRING GLOBAL INVESTMENTS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ALLSPRING FUNDS DISTRIBUTOR, LLC

Dec 2022 – present

ALLSPRING FUNDS MANAGEMENT, LLC

Dec 2022 – present

CLEARBRIDGE INVESTMENTS, LLC

Aug 2018 – Jan 2022

NEW YORK, NY

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

Feb 2017 – Jul 2017

NEW YORK, NY

MERRILL LYNCH INVESTMENT MANAGERS LP

Dec 2003 – Dec 2005

STAMFORD, CT

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2001 – Dec 2003

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · September 11, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLSPRING GLOBAL INVESTMENTS, LLC

CRD 104973 · SEC 801-21122

AUM

$429.0B

Regulatory assets under management

Employees

1,015

9,416 client accounts

Services offered by ALLSPRING GLOBAL INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at ALLSPRING GLOBAL INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Lea Grunberg offer?

Jennifer Lea Grunberg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Jennifer Lea Grunberg's credentials?

Jennifer Lea Grunberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lea Grunberg located?

Jennifer Lea Grunberg is based in CHARLOTTE, North Carolina, working with ALLSPRING GLOBAL INVESTMENTS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Jennifer Lea Grunberg charge for services?

Jennifer Lea Grunberg's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLSPRING GLOBAL INVESTMENTS, LLC?

ALLSPRING GLOBAL INVESTMENTS, LLC has approximately 1015 employees and manages $429.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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