Jennifer Chatfield (CRD# 4908066) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 19 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ausdal Financial Partners, Inc. | Downers Grove, IL | Oct 2020 - Current | 3 |
| Vestia Personal Wealth Advisors | Fort Wayne, IN | Sep 2020 - Current | 3 |
| Larson Financial Group, LLC | St Louis, MO | Apr 2018 - Sep 2020 | 2 |
| Larson Financial Securities, LLC | St Louis, MO | Apr 2018 - Sep 2020 | 2 |
| Larson Financial Group, LLC | St. Louis, MO | Oct 2012 - Mar 2018 | 5 |
| Larson Financial Securities, LLC | St. Louis, MO | Oct 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- MO
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Total Assets Under Management668MILLIONS
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Total Number of Accounts3,325ACCOUNTS
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Average Account Value$201,035
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, OH, OR, SC, TN, TX, UT, VA, WA, WI
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