Jennifer Kutchey (CRD# 3111362) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 22 years of experience in the finance industry. Jennifer Kutchey 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | Columbia, MD | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- MD
- TX
-
Total Assets Under Management403MILLIONS
-
Total Number of Accounts1,313ACCOUNTS
-
Average Account Value$307,310
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, NC, PA, TX, VA
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