Jenna Thornton, financial advisor Scottsdale AZ

Jenna Thornton

CRD Number: 4582260
Current Firm: Synergy Financial Group Of Arizona, LLC

Jenna Thornton (CRD# 4582260) is an Investment Advisor Representative working at Synergy Financial Group Of Arizona, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Jenna Thornton 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.

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Professional Designations
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Aug 2012 - Current 10
Synergy Accounting Solutions, LLC Scottsdale, AZ Jan 2012 - Current 10
Synergy Accounting Solutions, Inc. Scottsdale, AZ Jan 2012 - Current 10
Synergy Accounting Solutions, Inc. Scottsdale, AZ Jan 2012 - Current 10
Synergy Financial Group Of Arizona Scottsdale, AZ Jul 2010 - Current 12
Synergy Financial Group Of Arizona, LLC Scottsdale, AZ Apr 2010 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Jenna R. Thornton
Phone Number: 480-264-6070
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $106,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ

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