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JH

Jennifer C. Huskey

MODERN WEALTH MANAGEMENT
KNOXVILLE, TN 37932
Some features on this profile are disabled
CRD#: 4155202
JH

Professional summary

Jennifer Clark Huskey, who also goes by Jennifer S Clark, Jenny Clark, Jenny C Huskey, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Knoxville, Tennessee.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jennifer has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer S Clark | Jenny Clark | Jenny C Huskey

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 Clark Huskey'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

July 8, 2024 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 9717 Cogdill Road Suite 202, Knoxville, TN 37932
RIA
CRD#: 324624
KNOXVILLE, TN
Past

August 22, 2008 - July 15, 2024

C & J WEALTH ADVISORS

RIA
CRD#: 133293
KNOXVILLE, TN
Past

April 12, 2005 - April 30, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OAK RIDGE, TN
Past

March 27, 2003 - September 27, 2004

CW SECURITIES, LLC

BD
CRD#: 124496
KNOXVILLE, TN
Past

April 5, 2000 - April 1, 2003

LANDOAK SECURITIES, LLC

BD
CRD#: 41123
KNOXVILLE, TN

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".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 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
Tennessee
(7/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/27/2007
General Securities Principal Examination

Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)
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Contact information

Main Address
13550 W 95th St., Lenexa, KS 66227
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
150

SEC notice filing (52 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

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts18,823
AUM (Assets Under Management)$ 6,148,915,787

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

MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624Knoxville, TN 37932

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