Jennifer Mann, financial advisor Morehead City NC

Jennifer Mann

CRD Number: 4280556
Current Firm: Merit Financial Advisors

Jennifer Mann (CRD# 4280556) is an Investment Advisor Representative working at Merit Financial Advisors in Morehead City, NC and has over 19 years of experience in the finance industry. Jennifer Mann 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
Merit Financial Group, Llc (dba: Merit Financial Advisors) Morehead City, NC Oct 2017 - Current 3
Lifestyle Planning Solutions, LLC Frisco, TX Jun 2012 - Current 8
Lpl Financial LLC Morehead City, NC May 2012 - Current 8
The Botsford Group Atlanta, GA Mar 2007 - Current 13
Stratos Wealth Partners, Ltd Atlanta, GA Mar 2013 - Oct 2017 4
Dewaay Advisory Atlanta, GA May 2010 - May 2012 2
Dewaay Financial Network Jacksonville, NC Apr 2010 - May 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Jennifer C. Mann
Phone Number: 678-867-7050
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,270
    MILLIONS
  • Total Number of Accounts
    7,216
    ACCOUNTS
  • Average Account Value
    $314,539
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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