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Jenny Meicher Santek
Jenny Meicher Santek
Second Vice President - Wealth Management
Financial Advisor
33 E. Main Street
Suite 700
Madison, WI 53703
tel: 608-283-2314
toll free: 800-356-4477
fax: 608-283-2348
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Honors and Recognitions
  • Triple Crown Award - 2007
  • Smith Barney Blue Chip Council
Education and Licensing
  • BA - Business Marketing, 2001
    BA - Spanish, 2001
    University of Wisconsin at La Crosse
    La Crosse, WI
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed
Associations
  • Downtown Madison Optimists
  • Service Club Olymics Board Member
  • United Way of Dane County Account Executive
Services
  • 529 Plans
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Women and Company®
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Financial Advisor
    Madison, WI
  • 2005 - 2006: Piper Jaffray
    Financial Advisor
    Madison, WI
Bulletin Board
  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery on smithbarney.com.
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
  • For the latest news and reports on market volatility, see Special Reports.
Jenny Meicher Santek is licensed in the following state(s): CO, FL, IL, NE, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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