Jennifer B. Thorne

BEACON FINANCIAL GROUP

Aurora, OH 44202

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CRD#: 2916768

Professional summary

Jennifer Barrie Thorne, who also goes by Jennifer Berrie Clemen-thorne, Jennifer Barrie Clemens, Jennifer B Thorne, Jennifer Barrie Thorne, is a registered financial advisor currently at BEACON FINANCIAL GROUP, INC. located in Aurora, Ohio.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Berrie Clemen-Thorne | Jennifer Barrie Clemens | Jennifer B Thorne | Jennifer Barrie Thorne

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. Loan Officer with Armor mortage, residential mortage lending. 4218 Hudson drive, Stowe Ohio. Start date 05/2022. 8-10 hours a month during non trading hours, 0 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Barrie Thorne'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

October 10, 2022 - Present

BEACON FINANCIAL GROUP, INC.

Office #1: 173 South Chillicothe Road, Aurora, OH 44202

RIA

CRD#: 317775

Aurora, OH

Past

July 2, 2019 - May 27, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Beachwood, OH

Past

July 2, 2019 - May 27, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Beachwood, OH

Past

April 14, 2012 - July 10, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PEPPER PIKE, OH

Past

March 22, 2012 - July 10, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PEPPER PIKE, OH

Past

August 13, 1999 - July 6, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PEPPER PIKE, OH

Past

July 24, 1997 - July 6, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PEPPER PIKE, OH

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".

BEACON FINANCIAL GROUP, INC.

CRD#: 317775 / SEC#: 801-122901

RIA

Registered Investment Advisory firm - (12/17/2021 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

Ohio
(10/10/2022)

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: 11/10/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/7/1997

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: 7/23/1997

General Securities Representative Examination

Current Firm

BEACON FINANCIAL GROUP, INC.

CRD#: 317775 / SEC#: 801-122901

RIA

Registered Investment Advisory firm - (12/17/2021 Approved)

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Contact information

Main Address

173 South Chillicothe Road, Aurora, OH 44202

Mailing Address

Phone number

(216) 998-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 745,926,980

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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Advisor Monitoring

Firm Stability Insights

Jennifer B. Thorne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Barrie Thorne's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BEACON FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/1997

Series 63

Date: 8/7/1997

SIE

Date: 10/1/2018

Series 7

Date: 7/23/1997

Current Firm

BEACON FINANCIAL GROUP, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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