JENIFER L. BUTLER
Professional summary
JENIFER LYNNE BUTLER, CFA, CFP®, who also goes by Jeni Smith, Jenifer Smith, Jennifer Lynne Smith, Jenifer Lynne Wilson, Jenifer Lynne Wilson-smith, is a registered financial advisor currently at BIRCHBROOK located in Bangor, Maine.
JENIFER is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. JENIFER has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view JENIFER LYNNE BUTLER's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
January 15, 2003 - Present
BIRCHBROOK
Office #1: 455 Harlow Street, Bangor, ME 04401December 18, 1991 - August 4, 1994
ROBERT THOMAS SECURITIES, INC
Primary Firm SEC Registration
BIRCHBROOK
CRD#: 105164 / SEC#: 801-36582
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2003)
(1/15/2003)
(1/15/2013)
(1/26/2011)
Exams
Current Firm
BIRCHBROOK
CRD#: 105164 / SEC#: 801-36582
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 803 |
| AUM (Assets Under Management) | $ 258,958,621 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 02/28/2024 | ||
| 03/29/2023 |
Red Flags
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Company Information
BIRCHBROOK
Senior Advisor at BirchbrookCRD#: 105164Bangor, ME 04401TRUST BUT VERIFY
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