Jennifer Soriano

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Jennifer Soriano

Client Service Executive


Jenn is a Client Service Executive at Coda Financial Group.  Her primary responsibility is developing and implementing client investment proposals.  When a client agrees to their game plan, she is the individual who creates all of the necessary paperwork.  She then delivers all completed applications to the appropriate investment companies.

She and her husband, Paul Soriano, enjoy working, traveling and attending sporting events together.  They have two children, Tristan and Lillyanne, and enjoy attending all of their extracurricular activities.

  • Joined the Coda Team in 2000
  • Non-Registered Personnel, National Planning Corporation
  • Graduate of Leeward Community College, AA Liberal Arts 
  • Born and raised on Oahu, Hawaii

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Please consult your independent tax and/or legal advisor for guidance on your particular situation.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.  NPC Privacy Policy.

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