Jennie Fravel (CRD# 7672536) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phillips Wealth Management LLC | Pickerington, OH | Dec 2022 - Current | 1 |
| Phillips Wealth Management LLC | Pickerington, OH | Jun 2021 - Current | 2 |
| Prolink Staffing | Dublin, OH | Jul 2020 - May 2021 | < 1 |
| Covid 19 Furlough/unemployed | Columbus, OH | May 2020 - Jun 2020 | < 1 |
| Tailored Management | Columbus, OH | Jun 2019 - May 2020 | < 1 |
| Abercrombie & Fitch | New Albany, OH | Mar 2018 - May 2019 | 1 |
| Altard State | Columbus, OH | Aug 2017 - Mar 2018 | < 1 |
| Justice | Columbus, OH | Jan 2015 - Aug 2017 | 2 |
| Justice | Lancaster, OH | Jul 2013 - Jan 2015 | 1 |
| Lancaster City Schools | Lancaster, OH | Aug 2014 - Dec 2014 | < 1 |
| Pnc | Pickerington, OH | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- OH
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts768ACCOUNTS
-
Average Account Value$88,021
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, TX
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