Jennifer SefchickCRD Number: 5471699
Current Firm: Morgan Stanley
Jennifer Sefchick (CRD# 5471699) is an Investment Advisor Representative working at Morgan Stanley in Clearwater, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Stanley||Clearwater, FL||May 2015 - Current||2|
|Accurate Advisory Group||Wesley Chapel, FL||Jan 2015 - Apr 2015||< 1|
|Ameriprise Financial Services, Inc.||Tampa, FL||Oct 2009 - Jan 2015||5|
|Slice Of Life||New Port Richey, FL||Nov 2008 - Jun 2010||1|
|H & R Block Financial Advisors||Clearwater, FL||Jun 2008 - Oct 2009||1|
|Edward Jones||St Louis, MO||Jan 2008 - Jun 2008||< 1|
|Sallie Mae Financial||Tampa, FL||Mar 2007 - Jan 2008||< 1|
|All Florida Mortgage Centers||New Port Richey, FL||Sep 2006 - Nov 2007||1|
|Sallie Mae Financial||Tampa, FL||Mar 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.