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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Jenny Rebecca Elstein

Jenny R. Elstein

TALISMAN WEALTH ADVISORS | Financial Advisor
Raleigh, NC
Some features on this profile are disabled
CRD#: 3055649
Jenny Rebecca Elstein

Professional summary

Jenny Rebecca Elstein, who also goes by Jenny R Conover, Jenny Rebecca Conover, is a registered financial advisor currently at TALISMAN WEALTH ADVISORS, LLC located in Raleigh, North Carolina.

Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jenny has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jenny R Conover | Jenny Rebecca Conover

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 Jenny Rebecca Elstein'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

August 22, 2024 - Present

TALISMAN WEALTH ADVISORS, LLC

RIA
CRD#: 313283
Raleigh, NC
Past

August 24, 2022 - June 26, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Raleigh, NC
Past

August 24, 2022 - June 26, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LOS ANGELES, CA
Past

November 16, 2021 - August 30, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
RALEIGH, NC
Past

November 16, 2021 - August 30, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
RALEIGH, NC
Past

October 6, 2020 - November 24, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
RALEIGH, NC
Past

June 24, 2020 - November 24, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
RALEIGH, NC
Past

September 13, 2017 - March 27, 2020

LIFEPLAN GROUP

RIA
CRD#: 144157
RALEIGH, NC
Past

April 9, 2015 - July 13, 2017

PROSPERA FINANCIAL SERVICES, INC.

RIA
CRD#: 10740
RALEIGH, NC
Past

April 9, 2015 - July 13, 2017

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
RALEIGH, NC
Past

August 29, 2011 - April 6, 2015

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
RALEIGH, NC
Past

August 26, 2011 - April 6, 2015

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
RALEIGH, NC
Past

February 21, 2006 - December 31, 2009

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
RALEIGH, NC
Past

February 14, 2006 - December 31, 2009

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
RALEIGH, NC
Past

September 20, 2004 - January 17, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DURHAM, NC
Past

May 25, 2004 - January 17, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 19, 2000 - April 14, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
TW
TALISMAN WEALTH ADVISORS, LLC
TALISMAN WEALTH ADVISORS, LLC

CRD#: 313283 / SEC#: 801-120785

RIA
Registered Investment Advisory firm - (4/12/2021 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
North Carolina
(8/22/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/29/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/17/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2000
General Securities Representative Examination

Current Firm

TW
TALISMAN WEALTH ADVISORS, LLC
TALISMAN WEALTH ADVISORS, LLC

CRD#: 313283 / SEC#: 801-120785

RIA
Registered Investment Advisory firm - (4/12/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1162 Springfield Ave 2nd Floor, Mountainside, NJ 07092
Mailing Address
Phone number
(908) 519-8120
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 TALISMAN WRAP BROCHURE (3/30/2025)
2025 TALISMAN FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts513
AUM (Assets Under Management)$ 212,797,046

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.

Company Information

TALISMAN WEALTH ADVISORS, LLC

Financial AdvisorCRD#: 313283Raleigh, NC

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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