Jenna Bredvik

As a Customer Relationship Manager at HUB International and SS/RBA, Jenna manages relationships with existing clients and acts as liaison between Plan Sponsors and recordkeepers.

Jenna began her career as a Financial Advisor, providing personalized financial planning to individuals, families, and small businesses. She was honored to receive the Rising Star Award, the Elite Advisor Award, and the Million Dollar Asset Club Award all within her first 3 years at Equitable.

Because of her experience, Jenna has gained specialized knowledge working with both retirement plans and individuals. She has developed skills in numerous areas including fiduciary guidance, individual wealth management, retirement planning, investment analysis, and fees & analytic benchmarking. She is excited to be a member of Barbara Delaney’s Award-Winning Advisory Team. 

Jenna holds her Life & Health insurance licenses, Series 7 securities registration through LPL Financial, and Series 66 through LPL Financial and SS/RBA.