Jennifer Dawson (CRD# 5139646) is an Investment Advisor Representative working at Hemington Wealth Management in Chicago, IL and has 1 year of experience in the finance industry. Jennifer Dawson 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Hemington Wealth Management | Tysons Corner, VA | Apr 2017 - Current | 6 |
Balasa Dinverno Foltz LLC | Itasca, IL | May 2012 - Apr 2017 | 4 |
Balasa Dinverno Foltz LLC | Itasca, IL | Jul 2007 - Apr 2017 | 9 |
- VA
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Total Assets Under Management894MILLIONS
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Total Number of Accounts1,612ACCOUNTS
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Average Account Value$554,867
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, IL, LA, MA, MD, MI, NC, NE, NH, NY, SC, TX, VA
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