Jennifer B. Telesca

XML FINANCIAL GROUP

Villanova, PA

Some features on this profile are disabled

CRD#: 3202134

Professional summary

Jennifer Bixler Telesca, CIMA®, who also goes by Jennifer Dawn Bixler, Jennifer Dawn Telesca, is a registered financial advisor currently at XML FINANCIAL GROUP located in Villanova, Pennsylvania and XML SECURITIES located in Fort Washington, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jennifer has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Dawn Bixler | Jennifer Dawn Telesca

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 Bixler Telesca'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 5, 2022 - Present

XML FINANCIAL GROUP

Office #2: 500 Office Center Drive, Suite 103, Fort Washington, PA 19034

RIA

CRD#: 284987

Villanova, PA

Current

July 5, 2022 - Present

XML SECURITIES

Office #1: 500 Office Center Drive, Suite 103,, Fort Washington, PA 19034

CRD#: 145589

Fort Washington, PA

Past

April 4, 2018 - July 11, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

FORT WASHINGTON, PA

Past

April 4, 2018 - July 11, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

FORT WASHINGTON, PA

Past

October 24, 2007 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

October 24, 2007 - October 10, 2017

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

May 11, 2006 - October 9, 2017

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

August 18, 2004 - May 5, 2006

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

June 22, 2004 - August 16, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 12, 2000 - March 1, 2004

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

February 25, 2000 - March 1, 2004

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA

CRD#: 106562

RADNOR, PA

Past

April 26, 1999 - November 18, 1999

CRESAP, INC.

CRD#: 25899

RADNOR, PA

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".

XML FINANCIAL GROUP

CRD#: 284987 / SEC#: 801-108376

RIA

Registered Investment Advisory firm - (9/12/2016 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(5/31/2023)

Florida
(5/31/2023)

Maryland
(5/31/2023)

New Jersey
(5/31/2023)

New York
(5/31/2023)

Oregon
(5/14/2023)

Pennsylvania
(7/5/2022)

IAR

Pennsylvania
(7/5/2022)

Texas
(9/30/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/19/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/24/1999

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: 4/24/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

XML FINANCIAL GROUP

CRD#: 284987 / SEC#: 801-108376

RIA

Registered Investment Advisory firm - (9/12/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6901 Rockledge Drive Suite 730, Bethesda, MD 20817

Mailing Address

Phone number

(301) 770-5234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP-FEE PROGRAM BROCHURE FOR XML FINANCIAL, LLC (3/28/2025)

ADV 2A BROCHURE FOR XML FINANCIAL, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	6,044
AUM (Assets Under Management)	$ 2,993,236,597

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/19/2024	Cover Page	Report
07/19/2023	Cover Page	Report
11/21/2022	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer B. Telesca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

XML SECURITIES

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

ADP BROKER-DEALER, INC.

WELLS FARGO CLEARING SERVICES, LLC

NUVEEN SECURITIES, LLC

RITTENHOUSE ASSET MANAGEMENT, INC.

CRESAP, INC.

Primary Firm SEC Registration

XML FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2007

Series 63

Date: 6/24/1999

SIE

Date: 10/1/2018

Series 7

Date: 4/24/1999

FINRA

Current Firm

XML FINANCIAL GROUP

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

XML FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors