Jennifer LillyCRD Number: 5547129
Current Firm: Berntson Porter Wealth Management, LLC
Jennifer Lilly (CRD# 5547129) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 14 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cbiz Berntson Porter||Bellevue, WA||May 2021 - Current||2|
|Mayer Hoffman Mccann Pc||Bellevue, WA||May 2021 - Current||2|
|Berntson Porter Wealth Management, LLC||Bellevue, WA||Sep 2008 - Current||14|
|Berntson Porter & Company, Pllc||Bellevue, WA||Sep 2008 - Apr 2021||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AZ, CA, IA, MA, MT, OR, WA
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