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Jennifer Laurel Ridley hanson

Slatestone Wealth LLC

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About Jennifer Laurel Ridley hanson

Jennifer Ridley Hanson is a financial advisor with Slatestone Wealth LLC. Jennifer has been in the financial services industry since 1994 and has a strong track record of helping clients achieve their financial goals. Jennifer is a Certified Financial Planner™ and has a passion for helping individuals and families plan for their future. Jennifer specializes in providing financial planning services to individuals, families, and businesses. Jennifer also provides investment management services.

Firm Information

Jennifer Ridley hanson is currently registered with Slatestone Wealth LLC. Slatestone Wealth LLC is a Registered Investment Advisor based in Jupiter, FL. The firm manages $1.37 billion in assets for 1,426 clients, primarily high-net-worth individuals, corporations, and charitable organizations. Slatestone Wealth provides financial planning and portfolio management services.
Slatestone Wealth LLC

661 UNIVERSITY BLVD

JUPITER, FL 33458

$1.37B

Assets Under Management

15

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Ridley hanson’s Registration & Firm History

FL

01/03/2022 - Present

Slatestone Wealth LLC (JUPITER FL)

WI

03/24/2021 - 01/14/2022

LPL FINANCIAL LLC (MADISON WI)

WI

08/01/2012 - 03/24/2021

BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)

WI

06/02/2006 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MADISON WI)

NJ

06/24/1997 - 08/18/1999

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MN

12/02/1994 - 05/22/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/02/1994 - 05/22/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Laurel Ridley hanson.
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