Jennifer Scholfield, financial advisor Durango CO
90 score

Jennifer Scholfield

CRD Number: 5996905
Current Firm: First Allied Advisory Services, Inc.

Jennifer Scholfield (CRD# 5996905) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Durango, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Oct 2013 - Current 3
First Allied Securites, Inc. San Diego, CA Nov 2011 - Current 5
Scholfield Wealth Management Durango, CO Nov 2011 - Current 5
Unemployed Durango, CO Jan 2011 - Nov 2011 < 1
Jeppesen, A Boeing Subsidiary Denver, CO Jan 2008 - Jan 2011 3
Lore International Institute Durango, CO Jan 2002 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Jennifer L. Scholfield
Phone Number: 866-378-1376
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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