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JP

Jennifer A. Proper

PITCAIRN
CONSHOHOCKEN, PA 19428
Some features on this profile are disabled
CRD#: 4035542
JP

Professional summary

Jennifer Anne Proper, who also goes by Jennifer Anne Grady, Jennifer Proper, is a registered financial advisor currently at PITCAIRN located in Conshohocken, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. 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

Jennifer Anne Grady | Jennifer Proper

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 Proper'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

April 18, 2025 - Present

PITCAIRN

Office #1: Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428
RIA
CRD#: 333260
CONSHOHOCKEN, PA
Past

February 19, 2007 - April 30, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ALBANY, NY
Past

January 27, 2000 - March 14, 2005

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, 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".
PI
PITCAIRN
PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA
Registered Investment Advisory firm - (10/23/2024 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
Pennsylvania
(4/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/2000
General Securities Representative Examination

Current Firm

PI
PITCAIRN
PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA
Registered Investment Advisory firm - (10/23/2024 Approved)
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Contact information

Main Address
Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428
Mailing Address
Phone number
(215) 881-6144
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 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

PITCAIRN ADV 2A JULY 21 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts148
AUM (Assets Under Management)$ 775,801,961

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2026
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.

Company Information

PITCAIRN

CRD#: 333260Conshohocken, PA 19428

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