Jennifer Pagliara, financial advisor Franklin TN

Jennifer Pagliara

CRD Number: 5547067
Current Firm: Capwealth Advisors, LLC

Jennifer Pagliara (CRD# 5547067) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Capwealth Investment Services Franklin, TN Jul 2010 - Current 13
Capwealth Advisors Franklin, TN Jul 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Jennifer L. Pagliara
Phone Number: 615-778-0740
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,351
    MILLIONS
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $678,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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