Jennipher Lommen (CRD# 6595879) is an Investment Advisor Representative working at Wildflower Financial LLC in Santa Cruz, CA and has over 8 years of experience in the finance industry. Jennipher Lommen 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# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wildflower Financial LLC | Santa Cruz, CA | Jun 2017 - Current | 6 |
| Natural Bridges Financial Advisors | Santa Cruz, CA | Sep 2014 - Jun 2017 | 2 |
| H And R Block | Scotts Valley, CA | Dec 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$237,109
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, TX
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