Jennifer Kirby (CRD# 6243626) is an Investment Advisor Representative working at Talisman Wealth Advisors, LLC in Mountainside, NJ and has over 10 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Talisman Wealth Advisors, LLC | Mountainside, NJ | May 2021 - Current | 2 |
| Bank Of America, N.a. | Short Hills, NJ | Jan 2014 - Current | 10 |
| Private Portfolio Partners | Mountainside, NJ | Feb 2021 - May 2021 | < 1 |
| Merrill Lynch | Westfield, NJ | Aug 2013 - Feb 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- NJ
-
Total Assets Under Management192MILLIONS
-
Total Number of Accounts472ACCOUNTS
-
Average Account Value$407,072
- 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)
FL, NJ, NY
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