Jennifer Climo
CRD Number: 4632920Current Firm: Milestone Financial Planning, LLC
Compensation Model: Fee Only
Jennifer Climo (CRD# 4632920) is an Investment Advisor Representative working at Milestone Financial Planning, LLC in Bedford, NH and has over 15 years of experience in the finance industry. Jennifer Climo 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jennifer L. Climo Cpa Pc | Bedford, NH | Dec 2018 - Current | 5 |
| Milestone Financial Planning, LLC | Bedford, NH | Feb 2016 - Current | 8 |
| Jennifer L Davidson Cpa Pc | Bedford, NH | Jul 2014 - Dec 2018 | 4 |
| Milestone Financial Planning, Inc. | Dunstable, MA | Aug 2002 - Feb 2016 | 13 |
| Davidson & Davidson, Llp (fka Peirce & Davidson, Llp) | Dunstable, MA | Jul 2001 - Jun 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
- MA
- NH
- TX
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Total Assets Under Management424MILLIONS
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Total Number of Accounts929ACCOUNTS
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Average Account Value$456,288
- A percentage of assets under your management
- 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)
CA, CT, FL, LA, MA, ME, NC, NH, PA, RI, TX, VT
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