Jennifer A. Smiljanich
SJS INVESTMENT SERVICES | Senior advisor, Managing Director
Phoenix, AZ 85018
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CRD#: 3222462
Professional summary
Jennifer Ann Smiljanich, CFP®, who also goes by Jennifer A Moldoch, Jennifer Ann Moldoch, is a registered financial advisor currently at SJS INVESTMENT SERVICES located in Phoenix, Arizona.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jennifer has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.
Biography
Jennifer has practiced in the investment profession for over 20 years, with experience at a commercial bank and at financial planning and investment management firms.
She serves SJS clients with her background in financial planning, research and analysis, and systems management, and moved from northwest Ohio to Phoenix, Arizona in 2017 to lead the SJS office there.
Originally from Rochester, New York, Jennifer is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds degrees from Cornell University and the Simon Graduate School of Business at the University of Rochester.
She became enamored with personal finance when she took it as a senior elective in college. From there, she was hooked and has made it her professional mission to make personal finance approachable to others.
At SJS since 2010, Jennifer says that the team is empowered to do whatever it takes to meet client needs; she likes working at a place where everyone goes above and beyond.
And when she’s not at SJS? Jennifer volunteers with the Arizona Council on Economic Education. She is the board chair of Stardust Non-Profit Building Supplies as well as a volunteer with Desert Mountain Wrestling Boosters and Mother’s Grace. Jennifer lectors at Church of the Ascension Parish, where she also serves as chair of the Finance Council. Additionally, Jennifer enjoys spending time with her family, hiking, swimming, and enjoying the outdoors.
Question & Answer
What are your service offerings?
Business Succession Planning
Investment Planning
Small Business Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Jennifer A Moldoch | Jennifer Ann Moldoch
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Ann Smiljanich'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®
CFP®
Start date: 2007
Experience
Current
October 12, 2010 - Present
SJS INVESTMENT SERVICES
Office #1: 3900 E. Camelback Rd. Suite 140, Phoenix, AZ 85018RIA
CRD#: 107219
Phoenix, AZ
Past
March 5, 2008 - August 4, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
TOLEDO, OH
Past
January 28, 2008 - October 27, 2008
NRP FINANCIAL, INC.
RIA
CRD#: 103717
TOLEDO, OH
Past
January 12, 2007 - August 4, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
TOLEDO, OH
Past
April 10, 2000 - December 20, 2006
ENSEMBLE FINANCIAL SERVICES, INC.
BD
CRD#: 17443
PITTSFORD, NY
Past
July 28, 1999 - March 13, 2000
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, 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".
SI
SJS INVESTMENT SERVICES
SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES
CRD#: 107219 / SEC#: 801-49585
RIA
Registered Investment Advisory firm - (7/3/1995 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(8/18/2017)
IAR
Ohio(10/12/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SI
SJS INVESTMENT SERVICES
SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES
CRD#: 107219 / SEC#: 801-49585
RIA
Registered Investment Advisory firm - (7/3/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560
Mailing Address
Phone number
(419) 885-2626
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,873 |
| AUM (Assets Under Management) | $ 2,526,310,808 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/13/2025 | ||
| 01/25/2024 |
Red Flags
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Company Information
SJS INVESTMENT SERVICES
Senior advisor, Managing DirectorCRD#: 107219Phoenix, AZ 85018TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
