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Jennifer Suzzane Bush

Mainstreet Financial Planning, Inc.

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About Jennifer Suzzane Bush

Jennifer Bush is a financial advisor at Mainstreet Financial Planning, Inc. based in Los Gatos, CA. Jennifer has been in the financial services industry since 2004 and holds a Series 6, Series 63 and Series 65 licenses. Jennifer is also a Certified Financial Planner.

Firm Information

Jennifer Bush is currently registered with Mainstreet Financial Planning, Inc.. Mainstreet Financial Planning, Inc. is a financial planning firm offering a variety of services, including financial planning, educational seminars, and tax preparation. They serve individuals and businesses.

Not reported

Assets Under Management

344

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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tax preparation services

Tax preparation services

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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Jennifer Bush’s Registration & Firm History

CA

11/16/2021 - Present

Mainstreet Financial Planning, Inc. (LOS GATOS CA)

CA

01/27/2004 - 08/06/2008

ABD FINANCIAL SERVICES, INC. (REDWOOD CITY CA)

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Licenses & Designations

IA

Issued 12/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Suzzane Bush.
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