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JH

Jennifer W. Heeren

SVB WEALTH
PALM BEACH GARDENS, FL 33408
Some features on this profile are disabled
CRD#: 4481450
JH

Professional summary

Jennifer Wright Heeren, who also goes by Jennifer Suzanne Heeren, Jennifer Suzanne Hereen, Jennifer Suzanne Wright, Jennifer Wright, is a registered financial advisor currently at SVB WEALTH located in Palm Beach Gardens, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jennifer has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Suzanne Heeren | Jennifer Suzanne Hereen | Jennifer Suzanne Wright | Jennifer Wright

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 Wright Heeren'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

March 30, 2017 - Present

SVB WEALTH

Office #1: 11770 Us Highway 1 Suite E401, Palm Beach Gardens, FL 33408
RIA
CRD#: 172832
PALM BEACH GARDENS, FL
Past

May 7, 2010 - March 9, 2017

MANAGED ACCOUNT SERVICES, LLC

BD
CRD#: 133803
BOCA RATON, FL
Past

March 27, 2006 - May 12, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
BOCA RATON, FL
Past

November 18, 2003 - March 9, 2017

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA
CRD#: 120420
BOCA RATON, FL
Past

September 10, 2003 - March 6, 2006

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

January 14, 2003 - May 6, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE

CRD#: 172832 / SEC#: 801-80480

RIA
Registered Investment Advisory firm - (10/2/2014 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
Florida
(3/30/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/9/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/2005
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/26/2005
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/24/2005
General Securities Sales Supervisor - General Module Examination

Current Firm

SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE

CRD#: 172832 / SEC#: 801-80480

RIA
Registered Investment Advisory firm - (10/2/2014 Approved)
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Contact information

Main Address
53 State Street 28th Floor, Boston, MA 02109
Mailing Address
Po Box 27131, Raleigh, NC 27611
Phone number
(617) 223-0200
Established
Firm type
Fiscal year end
# of Employees
85

SEC notice filing (51 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

SVB WEALTH LLC (3/30/2025)
SVB WEALTH LLC APPENDIX 1/ WRAP BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts3,739
AUM (Assets Under Management)$ 4,983,411,995

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/21/2025
Cover Page
Report
09/20/2024
Cover Page
Report
10/31/2022
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.

Company Information

SVB WEALTH

CRD#: 172832Palm Beach Gardens, FL 33408

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