Jennifer V. Kerr

PODELL FINANCIAL GROUP LLC

Fairfield, NJ 07004

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CRD#: 4482906

Professional summary

Jennifer Vaughn Kerr, who also goes by Jennifer Lynne Vaughn, is a registered financial advisor currently at PODELL FINANCIAL GROUP LLC located in Fairfield, New Jersey.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jennifer has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lynne Vaughn

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.

LICENSED REALTOR; NOT INVESTMENT RELATED; BAYVILLE, NEW JERSEY; STARTED 10/2020; DEVOTES 1 HOUR PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Vaughn Kerr'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

August 4, 2025 - Present

PODELL FINANCIAL GROUP LLC

Office #1: 271 Route 46w Suite D105, Fairfield, NJ 07004

RIA

CRD#: 325383

Fairfield, NJ

Past

July 24, 2018 - July 15, 2025

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

RIA

CRD#: 113833

BOCA RATON, FL

Past

September 30, 2004 - April 28, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

April 12, 2002 - September 10, 2004

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

December 21, 2001 - May 1, 2002

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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".

PODELL FINANCIAL GROUP LLC

CRD#: 325383 / SEC#: 801-127920

RIA

Registered Investment Advisory firm - (5/4/2023 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

New Jersey
(8/4/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/18/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/20/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PODELL FINANCIAL GROUP LLC

CRD#: 325383 / SEC#: 801-127920

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

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Contact information

Main Address

271 Route 46w Suite D105, Fairfield, NJ 07004

Mailing Address

Phone number

(973) 227-8001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PFG ADV PART 2A (1/28/2025)

Regulatory assets under management

Total Number of Accounts	490
AUM (Assets Under Management)	$ 172,200,000

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer V. Kerr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Vaughn Kerr's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

SECURITIES AMERICA, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

PODELL FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2018

Series 63

Date: 10/18/2004

Series 6

Date: 12/20/2001

Current Firm

PODELL FINANCIAL GROUP LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PODELL FINANCIAL GROUP LLC

TRUST BUT VERIFY

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