Jennifer CalviCRD Number: 5284958
Current Firm: Quest Capital Management, Inc.
Jennifer Calvi (CRD# 5284958) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 5 years of experience in the finance industry. Jennifer Calvi 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.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Raymond James Financial Services, Inc.||Dallas, TX||Jul 2010 - Current||6|
|Quest Capital Management Inc.||Dallas, TX||Feb 2008 - Current||9|
|Quest Capital Management, Inc.||Lubbock, TX||Jul 2007 - Jan 2010||2|
|Texas Tech University||Lubbock, TX||Aug 2003 - Dec 2008||5|
|Sharp Shooters Gun & Knife Exchange||Lubbock, TX||Sep 2006 - Sep 2007||1|
|Pennington, Bass & Associates||Lubbock, TX||Jan 2007 - Jun 2007||< 1|
|Howard Financial Services||Dallas, TX||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management878MILLIONS
Total Number of Accounts1,715ACCOUNTS
Average Account Value$511,797
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, FL, GA, LA, NY, OK, TX, VA
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