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Jennifer Adonelia Mascarenas

Steigerwald, Gordon & Koch - Wealth Advisors

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About Jennifer Adonelia Mascarenas

Jennifer Mascarenas is a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA. Jennifer has been in the financial services industry since 1999 and has a wealth of experience in helping clients achieve their financial goals. Jennifer holds Series 7 and Series 66 licenses.

Firm Information

Jennifer Mascarenas is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors. Steigerwald, Gordon & Koch - Wealth Advisors is an independent, fee-only wealth management firm located in Leesburg, Virginia. With over $1 billion in assets under management, the firm provides comprehensive financial planning and portfolio management services for individuals, families, and charitable organizations. The team of experienced advisors specializes in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and risk tolerance.
Steigerwald, Gordon & Koch - Wealth Advisors

893-A HARRISON STREET, S.E.

LEESBURG, VA 20175

$1.05B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Mascarenas’s Registration & Firm History

VA

06/06/2024 - Present

Steigerwald, Gordon & Koch - Wealth Advisors (LEESBURG VA)

AZ

12/18/2007 - 09/05/2008

ROBERT W. BAIRD & CO. INCORPORATED (PHOENIX AZ)

AZ

10/31/2005 - 12/20/2007

AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

05/03/2005 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NE

10/06/2002 - 08/18/2003

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

TX

10/12/1999 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 06/16/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Adonelia Mascarenas.
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