Jennifer Overby, financial advisor Pasadena CA

Jennifer Overby

CRD Number: 6550680
Current Firm: Fidelity Personal And Workplace Advisors

Jennifer Overby (CRD# 6550680) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Pasadena, CA and has over 5 years of experience in the finance industry.

Similar Advisors
 , financial advisor Pasadena CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Pasadena CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
Michael Aaron, financial advisor Pasadena CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Salt Lake City, UT Aug 2015 - Current 6
Discover Financial Services West Valley City, UT Mar 2015 - Aug 2015 < 1
Unemployed Layton, UT Feb 2015 - Mar 2015 < 1
Davis County School District Farmington, UT Jan 2015 - Jan 2015 < 1
Unemployed Layton, UT Aug 2014 - Jan 2015 < 1
The Home Depot Ogden, UT Feb 2013 - Aug 2014 1
Unemployed Layton, UT Jul 2012 - Feb 2013 < 1
Biola University La Mirada, CA Feb 2012 - Jul 2012 < 1
Christ The King Lutheran Church Denton, TX Dec 2011 - Jan 2012 < 1
Biola University La Mirada, CA Aug 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for Jennifer D. Overby
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.