Jennifer Morelen, financial advisor Norfolk VA
93 score

Jennifer Morelen

CRD Number: 5361875
Current Firm: Dominion Capital Wealth Advisors

Jennifer Morelen (CRD# 5361875) is an Investment Advisor Representative working at Dominion Capital Wealth Advisors in Norfolk, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Yr Securities, Inc. Norfolk, VA Nov 2014 - Current 2
Dominion Capital Wealth Advisors Norfolk, VA Nov 2014 - Current 2
Prospera Financial Services,inc. Dallas, TX May 2010 - Jun 2015 5
Micg Investment Management Newport News, VA May 2007 - May 2010 3
New Century Financial/homes 123 Virginia Beach, VA Nov 2006 - Apr 2007 < 1
Prg Real Esatate Virginia Beach, VA May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jennifer L. Morelen
Phone Number: 757-961-0067
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $144,403
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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