Jennifer A. Mascarenas

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Leesburg, VA 20175

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CRD#: 2839503

Professional summary

Jennifer Adonelia Mascarenas is a registered financial advisor currently at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS located in Leesburg, Virginia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jennifer has worked at 7 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Adonelia Mascarenas'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®

None

Experience

Current

June 6, 2024 - Present

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Office #1: 893-a Harrison Street, S.e., Leesburg, VA 20175

RIA

CRD#: 111685

Leesburg, VA

Past

October 29, 2021 - November 2, 2023

BOGART WEALTH, LLC

RIA

CRD#: 283886

MCLEAN, VA

Past

December 18, 2007 - September 5, 2008

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

PHOENIX, AZ

Past

October 31, 2005 - December 20, 2007

OSAIC SERVICES, INC.

CRD#: 133763

PHOENIX, AZ

Past

May 3, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

June 25, 2003 - August 18, 2003

TD AMERITRADE, INC.

RIA

CRD#: 7870

WEST HARTFORD, CT

Past

October 6, 2002 - August 18, 2003

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

October 12, 1999 - July 5, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS

CRD#: 111685 / SEC#: 801-55694

RIA

Registered Investment Advisory firm - (7/7/1998 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

Texas
(6/6/2024)

IAR

Virginia
(6/6/2024)

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 66

Date: 6/16/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/11/1999

General Securities Representative Examination

Current Firm

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS

CRD#: 111685 / SEC#: 801-55694

RIA

Registered Investment Advisory firm - (7/7/1998 Approved)

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Contact information

Main Address

893-a Harrison Street, S.e., Leesburg, VA 20175

Mailing Address

Phone number

(703) 777-8826

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/3/2025)

Regulatory assets under management

Total Number of Accounts	2,290
AUM (Assets Under Management)	$ 1,214,846,098

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.

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Jennifer A. Mascarenas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Adonelia Mascarenas's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOGART WEALTH, LLC

ROBERT W. BAIRD & CO. INCORPORATED

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2003

Series 63

Date: 11/1/1999

Series 7

Date: 10/11/1999

Current Firm

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

TRUST BUT VERIFY

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