Jennifer Panicker (CRD# 2672784) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larry Mathis Financial Planning Llc D/b/a Mathis Wealth Mgmt | Phoenix, AZ | Mar 2015 - Current | 8 |
| Larry Mathis Financial Planning Llc D/b/a Mathis Wealth Manageme | Phoenix, AZ | Mar 2015 - Current | 8 |
| Mathis Wealth Management | Phoenix, AZ | Mar 2015 - Current | 8 |
| Jennifer Fitch | Phoenix, AZ | Jun 2014 - Current | 9 |
| United Planners' Financial Services | Scottsdale, AZ | Feb 2014 - Current | 9 |
| Mathis Wealth Management | Phoenix, AZ | Feb 2014 - Current | 9 |
| Equtiy Fund Advisors | Phoenix, AZ | Jun 2013 - Feb 2014 | < 1 |
| Cole Capital Corporation | Phoenix, AZ | Jun 2013 - Feb 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- AZ
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts441ACCOUNTS
-
Average Account Value$224,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AZ, TX
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