Jennifer PanickerCRD Number: 2672784
Current Firm: Mathis Wealth Management
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.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|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|
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)
- 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
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