Jennifer Stone, financial advisor Boise ID
96 score

Jennifer Stone

CRD Number: 4429530
Current Firm: Petso Financial Consultants LLC

Jennifer Stone (CRD# 4429530) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 14 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.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Jan 2016 - Current < 1
Petso Financial Consultants, LLC Boise, ID Feb 2001 - Current 15
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Dec 2015 4
Cambridge Investment Research Fairfield, IA Aug 2001 - Dec 2015 14
Everbank Ft Lauderdale, FL Jul 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for Jennifer L. Stone
Phone Number: 208-853-2000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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