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Jennifer J

Series 63, Series 66

Denver, NC

Diamond Ivy Capital LLC

Jennifer Jost is a financial advisor with Diamond Ivy Capital LLC in Denver, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has worked with several firms including Ameritas Investment Company, LifePro Asset Management, and Simplicity Wealth. Outside of her advisory role, Jost is a motivational speaker and money coach focusing on women's groups and hosts a weekly radio show featuring life stories and personal interviews. Diamond Ivy Capital provides discretionary investment management and financial planning to individuals, high-net-worth clients, and qualified retirement plans, including ERISA 3(38) investment-manager services. The firm customizes portfolios based on client objectives and risk tolerances, employs various financial modeling tools, and offers pension consulting and participant education, often collaborating with sub-advisors to manage client accounts.

Retirement income strategy Divorce financial planning Founder/Business Owner Executive Mid-Career Professionals Women Professionals
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