Jennifer Ryan (CRD# 7011440) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 5 years of experience in the finance industry. Jennifer Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waverly Advisors, LLC | Merrillville, IN | Jan 2024 - Current | < 1 |
| Strategiq Financial Group, LLC | Merrillville, IN | Jul 2018 - Mar 2024 | 5 |
| Unemployed | West Lafayette, IN | May 2018 - Jul 2018 | < 1 |
| Full Time Education | West Lafayette, IN | Aug 2014 - May 2018 | 3 |
| Mindy Deno State Farm Agency | West Lafayette, IN | Jun 2017 - Dec 2017 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2015 - May 2017 | 1 |
| Indiana Department Of Natural Resources Indiana Dunes State Park | Chesterton, IN | May 2016 - Aug 2016 | < 1 |
| Indiana Department Of Natural Resources Indiana Dunes State Park | Chesterton, IN | May 2015 - Aug 2015 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2014 - May 2015 | < 1 |
| Indiana Department Of Natural Resources Indiana Dunes State Park | Chesterton, IN | May 2014 - Aug 2014 | < 1 |
| Full Time Education | Muncie, IN | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- IL
- IN
- TX
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Total Assets Under Management11,380MILLIONS
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Total Number of Accounts15,983ACCOUNTS
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Average Account Value$711,991
- 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 pooled investment vehicles (other than investment companies)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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