Jennifer Strong (CRD# 2263721) is an Investment Advisor Representative working at Eagleson Arndt Financial Advisors in Thousand Oaks, CA and has over 9 years of experience in the finance industry. Jennifer Strong 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# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagleson Arndt Financial Advisors, LLC | Thousand Oaks, CA | Jan 2024 - Current | < 1 |
| Montecito Bank & Trust | Ventura, CA | Mar 2016 - Jan 2024 | 7 |
| Lpl Financial LLC | Ventura, CA | Mar 2016 - Jan 2024 | 7 |
| Bank Of America, N.a. | Westlake Village, CA | Apr 2015 - Mar 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village, CA | Jan 2010 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- CA
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts340ACCOUNTS
-
Average Account Value$244,706
- A percentage of assets under your management
- 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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