Jennifer Pritchard (CRD# 6070060) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has 1 year of experience in the finance industry. Jennifer Pritchard 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bannerman Wealth | Cairo, MO | Oct 2019 - Current | 4 |
| Simply Paraplanner, LLC | Tampa, FL | Jan 2018 - Dec 2022 | 4 |
| Geometric Wealth Advisors | Denver, CO | Nov 2018 - Oct 2019 | < 1 |
| Fit Advisors LLC | Redondo Beach, CA | Feb 2017 - Nov 2018 | 1 |
| Virtual Associate, LLC | Houston, TX | May 2016 - Feb 2017 | < 1 |
| Speight Asset Management | Houston, TX | Aug 2015 - May 2016 | < 1 |
| Fjy Financial | Midland, TX | Jan 2015 - Jul 2015 | < 1 |
| Fjy Financial | Midland, TX | Aug 2014 - Jan 2015 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2011 - Dec 2014 | 3 |
| Fjy Financial | Midland, TX | Jun 2014 - Aug 2014 | < 1 |
- MO
- TX
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Total Assets Under Management111MILLIONS
-
Total Number of Accounts584ACCOUNTS
-
Average Account Value$189,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IA, IL, MA, MI, MO, NC, NH, NY, OH, PA, TX, WA, WI
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