Jennifer Mulder, financial advisor Los Angeles CA

Jennifer Mulder

CRD Number: 5583309
Current Firm: Pathway Financial Services, LLC

At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom. 

 

We'll help you make better financial decisions. It's easier than you think! Contact us now for more information.

CONTACT
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Company Name Location Dates Years
Pathway Financial Services, LLC Los Angeles, CA Mar 2014 - Current 10
Jancyn Evaluation Shops San Jose, CA Jan 2005 - Jan 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Jennifer L. Mulder
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $136,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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