Jennifer Stone (CRD# 4429530) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 22 years of experience in the finance industry. Jennifer Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petso Financial Consultants, LLC | Boise, ID | Feb 2001 - Current | 23 |
| Mutual Securities, Inc. | Camarillo, CA | Jan 2016 - Dec 2017 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2011 - Dec 2015 | 4 |
| Cambridge Investment Research | Fairfield, IA | Aug 2001 - Dec 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
- ID
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Total Assets Under Management1,193MILLIONS
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Total Number of Accounts3,863ACCOUNTS
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Average Account Value$308,700
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, LA, MT, NC, NE, NV, NY, OR, TX, UT, WA
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