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Jennifer Laurel Ridley Hanson

Jennifer L. Ridley Hanson

SLATESTONE WEALTH LLC
Madison, WI 53717
Some features on this profile are disabled
CRD#: 2563633
Jennifer Laurel Ridley Hanson

Professional summary

Jennifer Laurel Ridley Hanson, CFP®, who also goes by Jennifer Ridley, Jennifer Laurel Ridleyhanson, is a registered financial advisor currently at SLATESTONE WEALTH LLC located in Madison, Wisconsin.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jennifer has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Ridley | Jennifer Laurel Ridleyhanson

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.
1) 03/24/2021 - DBA For LPL Business (entity for LPL Business) - BMO Investment Services - Investment Related - MADISON, WI 2) 2005 - Financial Institution Duty - BMO HARRIS BANK - 160 hours/ 40 hours - Investment Related - MADISON, WI 3) 2018 - Non-Profit Board Member - MADISON MUSUEM OF CONTEMPORARY ART - 2 Hours - Investment Related - MADISON, WI 4) 2005 - Other - BUSINESS FORUM - 2 Hours - Investment Related - MADISON, WI

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Laurel Ridley Hanson's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 1999

Experience

Current

January 3, 2022 - Present

SLATESTONE WEALTH LLC

Office #1: 525 Junction Rd, Madison, WI 53717
RIA
CRD#: 286669
Madison, WI
Past

March 29, 2021 - January 14, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
MADISON, WI
Past

March 24, 2021 - January 14, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
MADISON, WI
Past

August 1, 2012 - March 24, 2021

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
MADISON, WI
Past

June 2, 2006 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MADISON, WI
Past

June 24, 1997 - August 18, 1999

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

December 2, 1994 - May 22, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 2, 1994 - May 22, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SLATESTONE WEALTH LLC
SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC

CRD#: 286669 / SEC#: 801-110003

RIA
Registered Investment Advisory firm - (2/24/2017 Approved)

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
Wisconsin
(1/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2006
General Securities Representative Examination

Current Firm

SW
SLATESTONE WEALTH LLC
SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC

CRD#: 286669 / SEC#: 801-110003

RIA
Registered Investment Advisory firm - (2/24/2017 Approved)
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Contact information

Main Address
661 University Blvd Suite 100, Jupiter, FL 33458
Mailing Address
Phone number
(561) 244-2504
Established
Firm type
Fiscal year end
# of Employees
29

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SSW ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,543
AUM (Assets Under Management)$ 1,653,938,437

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025
Cover Page
Report
10/25/2024
Cover Page
Report
01/18/2024
Cover Page
Report
10/25/2022
Cover Page
Report

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.

Company Information

SLATESTONE WEALTH LLC

CRD#: 286669Madison, WI 53717

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