Jennifer L. Lebel
Professional summary
Jennifer Lynn Lebel, AIF®, who also goes by Jennifer Lynn Breton, Jennifer L Breton, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Falmouth, Maine and VALMARK SECURITIES, INC. located in Falmouth, Maine.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Lebel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2009 - Present
VALMARK ADVISERS, INC.
Office #1: 366 Us Route One, Falmouth, ME 04105August 13, 2007 - Present
VALMARK SECURITIES, INC.
Office #1: 366 Us Route One, Falmouth, ME 04105November 15, 1999 - August 14, 2007
COMMONWEALTH FINANCIAL NETWORK
May 3, 1999 - October 11, 1999
PARK AVENUE SECURITIES LLC
November 4, 1996 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/22/2008)
(3/22/2022)
(8/23/2013)
(2/2/2015)
(2/11/2008)
(6/28/2022)
(2/9/2009)
(9/7/2022)
(1/6/2023)
(5/4/2023)
(8/13/2007)
(8/25/2009)
(4/18/2008)
(10/31/2016)
(2/9/2009)
(3/22/2022)
(11/9/2022)
(2/9/2009)
(8/30/2021)
(1/12/2011)
(8/9/2013)
(2/9/2009)
(8/24/2018)
(8/27/2018)
(4/28/2023)
(10/17/2014)
(8/3/2021)
Exams
FINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Falmouth, ME 04105TRUST BUT VERIFY
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