Jennifer Rupp, financial advisor Goshen IN

Jennifer Rupp

CRD Number: 5200268
Current Firm: Hendershott Wealth Management, LLC

Jennifer Rupp (CRD# 5200268) is an Investment Advisor Representative working at Hendershott Wealth Management, LLC in Goshen, IN and has over 16 years of experience in the finance industry. Jennifer Rupp 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.

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Professional Designations
Company Name Location Dates Years
Hilary Hendershott Wealth Management, LLC San Jose, CA Jan 2021 - Current 3
Hilary Hendershott Wealth Management, LLC San Jose, CA Jul 2017 - Current 6
Mutual Securities, Inc. Camarillo, CA May 2011 - Jul 2017 6
Guidance Investment Advisors, LLC Elkhart, IN Oct 2010 - Jul 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Jennifer K. Rupp
Phone Number: 408-769-3005
Registered State(s):
  • CA
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $305,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, ID, IN, LA, NH, TX, WA

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