Jennifer Mendel

BLUE FOX ADVISORS

WAYNE, PA

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CRD#: 3116877

Professional summary

Jennifer Mendel, who also goes by Jen Mendel, Jennifer R Mendel, Jennifer Robyn Mendel, is a registered financial advisor currently at BLUE FOX ADVISORS, LLC located in Wayne, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jennifer has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jen Mendel | Jennifer R Mendel | Jennifer Robyn Mendel

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.

REAL ESTATE LICENSE - NON-INVSTMENT RELATED -07/2002, COLLIER SPECTRUM CAUBLE, 5871 GLENRIDGE DRIVE, ATLANTA, GA 30328, SALES, 0 HOURS MONTHLY, 0 HOURS DURING TRADING HOURS, SALESPERSON. CMB CAPITAL MANAGEMENT, LLC, 05/2006, PARTNER, 5 HOURS PER MONTH, 1 HOUR DURING HOURS, FAMILY INVESMENT PARTNERSHIP, NO SALARY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Mendel'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®

None

Experience

Current

July 22, 2013 - Present

BLUE FOX ADVISORS, LLC

RIA

CRD#: 167395

WAYNE, PA

Past

June 17, 2004 - November 15, 2011

DAVIS, MENDEL & REGENSTEIN, INC.

CRD#: 8521

PHILADELPHIA, PA

Past

December 2, 1998 - May 19, 1999

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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

Pennsylvania
(7/22/2013)

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: 2/11/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/16/2004

General Securities Representative Examination

Current Firm

BLUE FOX ADVISORS, LLC

CRD#: 167395 / SEC#:

Colorado

Registered Investment Advisory firm - (12/19/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/22/2013 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

Wayne, PA

Mailing Address

104 South Wayne Avenue Box 286, Wayne, PA 19087

Phone number

(212) 452-3115

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 Mendel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BLUE FOX ADVISORS, LLC

DAVIS, MENDEL & REGENSTEIN, INC.

PERSHING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2013

Series 63

Date: 2/23/2010

Series 7

Date: 6/16/2004

Current Firm

BLUE FOX ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BLUE FOX ADVISORS, LLC

TRUST BUT VERIFY

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