Jennifer S. Schrauder

ALLEGHENY FINANCIAL GROUP LTD

PITTSBURGH, PA 15237

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CRD#: 2758354

Professional summary

Jennifer Susan Schrauder, CFP®, who also goes by Jennifer Susan Cervone, is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jennifer has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 53 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Jennifer Susan Cervone

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.

INT'L MINISTRY PARTNERSHIP, EXECUTIVE COMMITTEE MEMBER, NON INVESTMENT RELATED, STARTED 2012, 3 HR/MO, 0 HR/MO/TRADING, $0 ANNUAL COMP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Susan Schrauder'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: 2001

Experience

Current

July 12, 2000 - Present

ALLEGHENY FINANCIAL GROUP LTD

Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

RIA

CRD#: 104690

PITTSBURGH, PA

Past

March 30, 2007 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

Sewickley, PA

Past

November 18, 1997 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

July 8, 1996 - June 4, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

July 8, 1996 - November 16, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

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".

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 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

Pennsylvania
(7/12/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/3/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/6/2006

Municipal Securities Principal Examination

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

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Contact information

Main Address

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 367-3880

Established

Firm type

Fiscal year end

# of Employees

105

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2024 WRAP PROGRAM BROCHURE (3/31/2025)

2024 AFG ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,950
AUM (Assets Under Management)	$ 4,904,134,773

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
10/22/2024	Cover Page	Report
08/11/2023	Cover Page	Report
10/08/2022	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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jennifer S. Schrauder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Susan Schrauder's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

ALLEGHENY FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/1998

Series 63

Date: 6/27/1996

SIE

Date: 10/1/2018

Series 7

Date: 7/3/1996

Series 53

Date: 9/6/2006

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLEGHENY FINANCIAL GROUP LTD

TRUST BUT VERIFY

Contact information

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