Jennifer Macaleese, financial advisor Fort Wayne IN

Jennifer Macaleese

CRD Number: 5978797
Current Firm: Phillips Financial

Jennifer Macaleese (CRD# 5978797) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 12 years of experience in the finance industry. Jennifer Macaleese 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
Phillips Financial Fort Wayne, IN Jul 2022 - Current 1
Phillips Financial Fort Wayne, IN Jan 2018 - Jul 2022 4
Phillips Financial Fort Wayne, IN Jun 2017 - Jan 2018 < 1
Wells Fargo Clearing Services, LLC Fort Wayne, IN Nov 2016 - Jun 2017 < 1
Wells Fargo Bank, N.a. Fort Wayne, IN Apr 2006 - Jun 2017 11
Wells Fargo Advisors, LLC Fort Wayne, IN Oct 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Jennifer A. Macaleese
Phone Number: 260-420-7732
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,750
    MILLIONS
  • Total Number of Accounts
    2,648
    ACCOUNTS
  • Average Account Value
    $660,741
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NH, NJ, NY, OH, PA, TN, TX, WI

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