Jennifer Costello (CRD# 4023520) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jc3 Publishing | Scottsdale, AZ | Apr 2015 - Current | 9 |
Voya Financial Partners | Phoenix, AZ | Sep 2014 - Current | 9 |
Jazzercise Sub | Scottsdale, AZ | May 2012 - Oct 2020 | 8 |
Ing Financial Advisers, LLC | Phoenix, AZ | Dec 2005 - Sep 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- AZ
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Total Assets Under Management27,041MILLIONS
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Total Number of Accounts11,767ACCOUNTS
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Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, WY
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