Years of Experience
5-20+ Years
Vienna, VA
16 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Wappaus is a financial advisor with RBC Capital Markets, LLC. Jennifer has been in the financial services industry since January 16, 2009 and holds Series 7, 63, and 65 licenses. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer's previous experience includes roles with LARA, SHULL & MAY, LLC and CITIGROUP GLOBAL MARKETS INC. Jennifer is registered with the following states: California, Colorado, District of Columbia, Florida, Maryland, New York, Ohio, Texas, and Virginia. Jennifer specializes in providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and institutions. Jennifer is a member of the Old Dominion National Bank (ODNB) Advisory Board, the Association of Corporate Growth (ACG), and the Haystack Project. Jennifer also coaches girls lacrosse for Wolf Pack Lax, LLC and The St James.
SPECIALIZATIONS
MOSELEY, VA
6 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Bruno is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial services industry since September 2018 and is registered with FINRA, the state of Virginia, and other states. Jennifer has a Series 66 license, a Series 7 license, and a Series 9 and Series 10 license for the supervisor's role. Jennifer holds a SIE license and provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Prior to Fidelity, Jennifer worked for Securian Financial Services.
SPECIALIZATIONS
CHESAPEAKE, VA
36 Years Experience
2 Disclosures
ADVISOR BIO
Jennifer Jones is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since 1989. Jennifer holds Series 6, 7, 63, and 65 securities licenses and is registered to provide investment advice in Arizona, California, Florida, Illinois, Maryland, New Jersey, New York, Oklahoma, Pennsylvania, and Virginia. Jennifer provides financial planning, portfolio management for businesses and individuals, and pension consulting services.
SPECIALIZATIONS
VIENNA, VA
21 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Haejin An is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been working in the financial industry since January 2002. Jennifer holds a Series 7 and Series 66 license. Jennifer's firm manages between $1 billion and $10 billion in client assets. Jennifer specializes in portfolio management for individuals and businesses, as well as financial planning, asset allocation, and pension consulting. Jennifer provides educational seminars and publications as well. Jennifer has offices in Vienna, VA and Sterling, VA.
SPECIALIZATIONS
GAINESVILLE, VA
0 Disclosures
ADVISOR BIO
Jennifer Lynn Jones is an investment advisor representative with Heritage Financial LLC. Jennifer has been in the industry since 2011 and holds Series 63, 65, 7, and SIE licenses. Jennifer's previous firms include Ameriprise Financial Services, Inc. and PNC Investments. Jennifer provides financial planning and portfolio management services to individuals and businesses, as well as charitable organizations and pension and profit sharing plans.
SPECIALIZATIONS
Woodbridge, VA
1 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Arteaga is a registered representative with J.p. Morgan Securities LLC. Jennifer has been in the industry since December 31, 2023. Jennifer has passed the Series 63, Series 6TO, and SIE exams and is registered with the District of Columbia, Maryland, and Virginia. Jennifer is located in Woodbridge, VA.
SPECIALIZATIONS
ALEXANDRIA, VA
14 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Roensch is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the securities industry since 2011. Jennifer holds a Series 7, Series 66 and SIE license. Jennifer is registered in 20 states and the District of Columbia. Jennifer was previously registered with Securian Financial Services, Inc.. Jennifer's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a well-established and reputable firm with a significant number of licensed agents and investment adviser representatives. Jennifer and her firm are focused on providing a wide range of advisory services, including portfolio management, financial planning, and pension consulting.
SPECIALIZATIONS
NORFOLK, VA
18 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Lee Nelson is a financial advisor based in Norfolk, Virginia. Jennifer has been in the industry since 2007 and has a background in both investment advisory and brokerage services. Jennifer is registered with the state of Virginia and is a registered representative of Dominion Capital Wealth Advisors.
SPECIALIZATIONS
VIENNA, VA
11 Years Experience
0 Disclosures
ADVISOR BIO
Jennifer Harmon-von Bredow is a financial advisor registered with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since 2014. Jennifer holds a Series 7, Series 63, and Series 65 license. Jennifer provides financial planning, pension consulting and portfolio management services to clients.
SPECIALIZATIONS
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Jennifer Monahan Betz is a financial advisor with over 15 years of experience in the financial services industry. Jennifer is a Registered Representative with Sima Wealth Partners, LLC, where she has been with the firm since 2012. She is also a Registered Representative of Sima Retirement Solutions, LLC, and has held positions at PURSHE KAPLAN STERLING INVESTMENTS and LPL FINANCIAL LLC. Jennifer specializes in providing financial planning and investment advice to individuals and families. Jennifer's expertise also extends to providing portfolio management for businesses.
SPECIALIZATIONS