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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Zaat-wright is a financial advisor with over 30 years of experience in the industry. Jennifer is registered with Planmember Securities Corp. and Capital Planning Group, LLC in California. Jennifer offers a variety of services including financial planning, pension consulting, and portfolio management. Jennifer is a Certified Financial Planner and has a strong commitment to providing personalized service to her clients. Jennifer is dedicated to helping her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/03/2025 - Present
Planmember Securities Corp. (Huntington Beach CA)
AZ
05/31/2011 - 05/09/2013
NEW ENGLAND SECURITIES (PHOENIX AZ)
CA
09/23/2009 - 03/01/2011
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON BEACH CA)
CA
06/02/2005 - 09/10/2009
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
11/05/2004 - 06/01/2005
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MA
05/24/2001 - 10/18/2004
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
10/11/1999 - 03/19/2001
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
DE
05/08/1999 - 10/01/1999
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
KS
04/19/1993 - 11/16/1998
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
WI
05/07/1992 - 09/10/1992
DI VALL REAL ESTATE SECURITIES CORPORATION (MADISON WI)
NY
01/29/1991 - 09/17/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
11/28/1990 - 01/29/1991
WESTERN CAPITAL FINANCIAL GROUP (NEW YORK NY)
AR
10/31/1989 - 01/19/1990
STEPHENS INC. (LITTLE ROCK AR)
CA
08/24/1987 - 09/09/1989
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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