Jennifer DespainCRD Number: 5921276
Current Firm: H.d. Vest Advisory Services, Inc.
Jennifer Despain (CRD# 5921276) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Woodland Hills, CA and has over 5 years of experience in the finance industry. Jennifer Despain 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.
Fried Asset Management, Inc.
Ira Wealth Management
|H.d.vest Insurance Agency||Irving, TX||Oct 2013 - Current||3|
|H.d. Vest Advisory Services||Woodland Hills, CA||Jun 2012 - Current||5|
|H.d. Vest Investment Services||Woodland Hills, CA||May 2011 - Current||6|
|Canyon Oak Financial||Encino, CA||Jan 2008 - Current||9|
|Invotech Systems, Inc.||Encino, CA||May 1993 - May 2011||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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