Jennifer MacaleeseCRD 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 6 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Phillips Financial||Fort Wayne, IN||Jun 2017 - Current||< 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|
Total Assets Under Management909MILLIONS
Total Number of Accounts1,539ACCOUNTS
Average Account Value$590,373
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, FL, IL, IN, NC, NH, OH, TX