Jennifer KutcheyCRD Number: 3111362
Current Firm: Lowe Wealth Advisors, LLC
Jennifer Kutchey (CRD# 3111362) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 16 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.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Lowe Wealth Advisors, LLC||Columbia, MD||Jan 2012 - Current||6|
|Morgan Stanley Smith Barney||Westminster, MD||Jun 2009 - Jan 2012||2|
|Citigroup Global Markets Inc.||Westminster, MD||May 2008 - Jun 2009||1|
|Morgan Stanley & Company Incorporated||Baltimore, MD||Mar 2003 - May 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management259MILLIONS
Total Number of Accounts1,136ACCOUNTS
Average Account Value$227,847
- 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
FL, MD, NC, PA, TX, VA
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