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- Client Services & Onboarding
Jenna Wardrip is an Onboarding Associate at Cassaday & Company, Inc. and has been with the firm since February 2020. Jenna guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and advisors.
Jenna has been in the financial industry since 2014, and brings more than 9 years of experience working in client services/onboarding support, leadership, and problem resolution. She is passionate about helping others, particularly bringing comfort and clarity to our newest clients to ensure a smooth transition to Cassaday & Company, Inc. Jenna is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.
Jenna is originally from Arizona and attained her Bachelor of Arts in Communications from Arizona State University. In her free time, you can usually find her kayaking or spending time outdoors.