Jennifer MennelCRD Number: 3067830
Current Firm: Strategic Advisers, Inc.
Jennifer Mennel (CRD# 3067830) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 13 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Sep 2013 - Current||4|
|Unemployed||Bountiful, UT||Nov 2012 - Aug 2013||< 1|
|Morgan Stanley Smith Barney||South Jordan, UT||Jul 2011 - Oct 2012||1|
|Unemployed||Bountiful, UT||Sep 2010 - May 2011||< 1|
|Wells Fargo Investments, LLC||Salt Lake City, UT||Apr 2010 - Sep 2010||< 1|
|Unemployed||Bountiful, UT||Jun 2009 - Mar 2010||< 1|
|E*trade Securities LLC||Sandy, UT||Sep 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV