Jennifer A. Betts
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer A Betts, who also goes by Jennifer Betts, Jennifer A Davis, Jennifer A Davis Betts, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2010. Jennifer had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 18, 2022 - October 21, 2022
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
October 24, 2019 - May 20, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
October 18, 2019 - May 20, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
July 28, 2016 - February 8, 2018
VALIC FINANCIAL ADVISORS, INC.
July 28, 2016 - February 8, 2018
VALIC FINANCIAL ADVISORS, INC.
October 5, 2015 - May 19, 2016
EQUITABLE ADVISORS, LLC
October 2, 2015 - May 19, 2016
EQUITABLE ADVISORS, LLC
August 16, 2010 - February 13, 2015
EDWARD JONES
July 29, 2010 - February 13, 2015
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC
CRD#: 319507 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 88,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
