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 10 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)
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