Patricia L. Jennerjohn
FOCUSED FINANCES
OAKLAND, CA 94612
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CRD#: 2429911
Professional summary
Patricia Louise Jennerjohn, CFP®, who also goes by Patricia Jennerjohn, is a registered financial advisor currently at FOCUSED FINANCES, LLC located in Oakland, California.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patricia has worked at 1 firm and has passed the Series 2 exam.
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
College/Education Planning
Financial Psychology/Coaching
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Middle Income Client Needs
Biography
Patricia Jennerjohn opened her firm, Focused Finances, a sole proprietorship, in 1994, and transitioned it to Focused Finances, LLC, in 2004. Her objective is to help individuals, couples, and small business owners with their financial planning and investment needs. Using the tools of financial planning, she helps clients gain "financial confidence" by seeing how money is here to support and serve them. Pat's advice and insight have been featured in the San Francisco Chronicle, the Oakland Tribune, Money magazine, Real Simple magazine, and www.money.com, among others. She also participates in the NAPFA/Kiplinger's "Jump Start" program.
A Certified Financial Planner certificant, Pat also earned her MBA in Finance from California State University, Hayward.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Insurance Planning
Debt Management
Estate Planning
Education Planning
Budgeting
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Patricia Jennerjohn
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Louise Jennerjohn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
August 31, 2004 - Present
FOCUSED FINANCES, LLC
Office #1: 1300 Clay Street Suite 600, Oakland, CA 94612RIA
CRD#: 130911
OAKLAND, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/31/2004)
IAR
Louisiana(4/16/2018)
Exams
General Industry/Product Exam
RR
Series 2
Date: 11/11/1993
Non-Member General Securities ExaminationCurrent Firm
FOCUSED FINANCES, LLC
FOCUSED FINANCES LLC | FOCUSED FINANCES, LLC
CRD#: 130911 / SEC#:
California
Registered Investment Advisory firm - (8/31/2004 Approved)Louisiana
Registered Investment Advisory firm - (4/16/2018 Approved)PREMIUM
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Contact information
Main Address
1300 Clay Street Suite 600, Oakland, CA 94612
Mailing Address
Phone number
(877) 746-7914
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 67,762,635 |
Red Flags
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Company Information
FOCUSED FINANCES, LLC
CRD#: 130911Oakland, CA 94612TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
