Jennifer Wappaus, financial advisor Reston VA
93 score

Jennifer Wappaus

CRD Number: 5532138
Current Firm: Metropolitan Capital Strategies LLC

Jennifer Wappaus (CRD# 5532138) is an Investment Advisor Representative working at Metropolitan Capital Strategies LLC in Reston, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Metropolitan Capital Strategies, LLC Manassas, VA Oct 2010 - Current 6
Not Employed Bethesda, MD Jul 2010 - Oct 2010 < 1
Lara, Shull & May, LLC Falls Church, VA Jun 2009 - Jul 2010 1
Citigroup Global Markets Inc. Bethesda, MD May 2008 - Jun 2009 1
Booking Dog Bethesda, MD Feb 2008 - Jul 2008 < 1
Evergreen Cc Haymarket, VA May 2007 - Feb 2008 < 1
Marriott Centerville, VA Aug 2007 - Nov 2007 < 1
School State College, PA Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Jennifer L. Wappaus
Phone Number: 703-251-4536
Firm Website: http://www.mcsmgr.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $433,082
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

MD, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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