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Jennifer Ann Laduca

PERSONAL INVESTMENT MANAGEMENT INC·REDMOND, Washington
Series 65Clean record6 years registeredPERSONAL INVESTMENT MANAGEMENT INC
22500 NE MARKETPLACE DRIVE, REDMOND, WA 98053CRD# 7227378Firm CRD# 107829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Ann Laduca · REDMOND, WA
Registration
CRD #7227378 · PERSONAL INVESTMENT MANAGEMENT INC · 6 years registered
Brand Profile
Not yet started
01

Career History

Mar 2025present
Jun 2020Apr 2025
REDMOND, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 30, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERSONAL INVESTMENT MANAGEMENT INC
CRD 107829 · SEC 801-16254
AUM
$534M
Regulatory assets under management
Employees
5
1,429 client accounts
Services offered by PERSONAL INVESTMENT MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Jennifer Ann Laduca offer?
Jennifer Ann Laduca specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in REDMOND, Washington for a consultation.
What are Jennifer Ann Laduca's credentials?
Jennifer Ann Laduca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Laduca located?
Jennifer Ann Laduca is based in REDMOND, Washington, working with PERSONAL INVESTMENT MANAGEMENT INC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Jennifer Ann Laduca charge for services?
Jennifer Ann Laduca's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL INVESTMENT MANAGEMENT INC?
PERSONAL INVESTMENT MANAGEMENT INC has approximately 5 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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