Jennifer D. Rayner

WEALTH RESCUE STRATEGIES

San Diego, CA 92131

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CRD#: 3015257

Professional summary

Jennifer Dawn Rayner, AIF®, who also goes by Jennifer D Blackmon, Jennifer Dawn Blackmon, is a registered financial advisor currently at WEALTH RESCUE STRATEGIES, INC. located in San Diego, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jennifer has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer D Blackmon | Jennifer Dawn Blackmon

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.

MoniWell, SPC; not investment related; PO Box 880765, San Diego, CA 92168; Financial Education; President, Owner, Founder; start date 7/2020; approximately 10 hrs a week; 0 hours during securities trading hours; business development

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Dawn Rayner's 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 8, 2009 - Present

WEALTH RESCUE STRATEGIES, INC.

Office #1: 10089 Willow Creek Rd #200, San Diego, CA 92131

RIA

CRD#: 146965

San Diego, CA

Past

October 29, 1998 - September 17, 2009

WALNUT STREET SECURITIES, INC.

CRD#: 15840

LA JOLLA, CA

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

Arizona
(12/21/2021)

IAR

California
(12/8/2009)

IAR

Texas
(8/8/2024)

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 65

Date: 12/7/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/27/1998

General Securities Representative Examination

Current Firm

WEALTH RESCUE STRATEGIES, INC.

THE RETIREMENT CONSULTING GROUP | WEALTH RESCUE STRATEGIES, INC. DBA RETIREMENT CONSULTING GROUP | WEALTH RESCUE STRATEGIES, INC.

CRD#: 146965 / SEC#: 801-70353

RIA

Registered Investment Advisory firm - (10/5/2012 Terminated)

Arizona

Registered Investment Advisory firm - (5/29/2012 Approved)

California

Registered Investment Advisory firm - (10/3/2012 Approved)

Texas

Registered Investment Advisory firm - (8/24/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10089 Willow Creek Rd #200, San Diego, CA 92131

Mailing Address

Po Box 880765, San Diego, CA 92168

Phone number

(858) 456-4848

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 52,650,485

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 D. Rayner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Dawn Rayner's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH RESCUE STRATEGIES, INC.

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2009

Series 63

Date: 10/17/1998

Series 7

Date: 10/27/1998

Current Firm

WEALTH RESCUE STRATEGIES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH RESCUE STRATEGIES, INC.

TRUST BUT VERIFY

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