Jennifer MorelenCRD 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.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|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|
Total Assets Under Management19MILLIONS
Total Number of Accounts134ACCOUNTS
Average Account Value$144,403
- A percentage of assets under your management
- 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)