Jennifer Ulmer (CRD# 6665267) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has over 4 years of experience in the finance industry. Jennifer Ulmer 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Ballast Point Financial Planning, LLC | Burlingame, CA | Aug 2022 - Current | 1 |
Christensen's Clockworks, Inc. | Oviedo, FL | Jan 2013 - Current | 11 |
Ballast Point Financial Planning, LLC | Burlingame, CA | Apr 2021 - Jul 2022 | 1 |
Stonebridge Financial Planning Group | Winter Park, FL | Jan 2019 - Mar 2021 | 2 |
Triad Advisors | Norcross, GA | Mar 2017 - Mar 2021 | 4 |
Stonebridge Financial Planning Group | Winter Park, FL | Feb 2017 - Dec 2018 | 1 |
Newport Group | Lake Mary, FL | Aug 2017 - Dec 2017 | < 1 |
Ucf | Orlando, FL | Jan 2016 - Dec 2017 | 1 |
Ucf Cwep Program | Orlando, FL | Apr 2016 - Feb 2017 | < 1 |
Estate And Business | Altamonte Springs, FL | Jun 2016 - Aug 2016 | < 1 |
Ocls | Orlando, FL | Jan 2008 - Dec 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CA
- FL
- LA
- MD
- TX
- VA
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts536ACCOUNTS
-
Average Account Value$142,959
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, LA, MD, MI, OR, TX, VA
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