Jennifer Donnelly, financial advisor Reston VA

Jennifer Donnelly

CRD Number: 4070747
Current Firm: Private Advisor Group, LLC

Jennifer Donnelly (CRD# 4070747) is an Investment Advisor Representative working at Private Advisor Group, LLC in Reston, VA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Reston, VA Jan 2020 - Current 4
Lpl Financial LLC Reston, VA Jan 2020 - Current 4
Jtb International Inc. And Global Advisor Group Reston, VA Nov 2014 - Current 9
Raymond James Financial Services Advisors Inc. Reston, VA Dec 2015 - Jan 2020 4
Raymond James Financial Services, Inc. Leesburg, VA Jun 2003 - Jan 2020 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Jennifer E. Donnelly
Phone Number: 973-538-7010
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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