Jennifer Panicker, financial advisor Phoenix AZ

Jennifer Panicker

CRD 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.

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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
Contact Info for Jennifer L. Panicker
Phone Number: 602-393-0501
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


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