Jennifer Pcholinsky (CRD# 7882954) is an Investment Advisor Representative working at Balentine in Raleigh, NC and has 1 year of experience in the finance industry. Jennifer Pcholinsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balentine, LLC | Raleigh, NC | Oct 2021 - Current | 2 |
| Truist Wealth | Raleigh, NC | Jan 2017 - Oct 2021 | 4 |
| Moved To Nc | Goldsboro, NC | Jul 2016 - Jan 2017 | < 1 |
| Energy Corporation Of America | Cahrleston, WV | Apr 2012 - Jul 2016 | 4 |
- NC
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Total Assets Under Management4,691MILLIONS
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Total Number of Accounts3,512ACCOUNTS
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Average Account Value$1,335,787
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, FL, GA, IL, LA, NC, NJ, NY, SC, TN, TX, VA, WV
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