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JG

Jennifer A. Gage

WELLTH ADVISORY SERVICES
Tucson, AZ 85718
Some features on this profile are disabled
CRD#: 3092855
JG

Professional summary

Jennifer Anne Gage, AIF®, CFP®, who also goes by Jennifer Anne Giampaolo, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Tucson, Arizona.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jennifer has worked at 15 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Anne Giampaolo

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 Anne Gage'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Experience

Current

April 2, 2026 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 1880 E River Road Suite 200, Tucson, AZ 85718
RIA
CRD#: 330537
Tucson, AZ
Past

March 27, 2025 - April 15, 2026

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Tucson, AZ
Past

March 18, 2025 - April 14, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
TUCSON, AZ
Past

March 25, 2020 - March 14, 2025

CBIZ FINANCIAL SOLUTIONS, INC.

RIA
CRD#: 16678
Tucson, AZ
Past

March 25, 2020 - March 14, 2025

CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 286002
Tuscon, AZ
Past

March 23, 2020 - March 14, 2025

CBIZ FINANCIAL SOLUTIONS, INC.

BD
CRD#: 16678
Tucson, AZ
Past

April 22, 2016 - March 27, 2020

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Phoenix, AZ
Past

August 26, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Phoenix, AZ
Past

August 26, 2015 - March 27, 2020

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Phoenix, AZ
Past

April 5, 2012 - August 3, 2015

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
ORANGE, CA
Past

April 5, 2012 - August 3, 2015

STANCORP EQUITIES, INC.

BD
CRD#: 19517
IRVINE, CA
Past

November 19, 2008 - April 3, 2012

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
NEEDHAM, MA
Past

November 30, 2004 - October 9, 2008

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
WALTHAM, MA
Past

April 16, 2004 - October 9, 2008

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
WALTHAM, MA
Past

September 5, 2003 - April 5, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

July 1, 2003 - August 19, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 8, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 10, 1998 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

December 10, 1998 - July 19, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 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
Arizona
(4/2/2026)
IAR
California
(4/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/29/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/27/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 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

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

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

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Tucson, AZ 85718

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