Jennifer R. Failla
STRADA WEALTH MANAGEMENT
Austin, TX 78746
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CRD#: 4693339
Professional summary
Jennifer Rebecca Failla, CFP® is a registered financial advisor currently at STRADA WEALTH MANAGEMENT, LLC located in Austin, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jennifer has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Biography
As a fiduciary, Jennifer partners with clients and legal counsel to form strong teams that guide and educate families around the more complex financial issues in marital division.
Simply put - Strada strives to make divorce finances understandable and works to simplify the process.
Ms. Failla Hoffman graduated Magna Cum Laude with her master's degree in Family Services; Family Financial Planning from the University of Nebraska and obtained her undergraduate degree in finance from Saint Mary's College, Notre Dame, IN. Her company, Strada Wealth Management, and has been helping families since 2008.
She is an member of the Institute for Divorce Financial Analysts (IDFA), International Academy of Collaborative Professionals (IACP), and serves on the executive board of the Association of Divorce Financial Planners (ADFP).
When not working, Jennifer dedicates her time as Vice Chairman of the Board of Texas Search and Rescue (www.texsar.org). She has served on the board of the Greater Miami Jewish Federation and currently serves on the Endowment and Foundation cabinet for the Jewish Federation of Austin.
Jennifer now lives in Austin, TX with her husband Joshua and two active boys.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Divorce Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Divorce Planning
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
None
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.
N/A I USE FAILLA FINANCIAL
POSITION: OWNER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 06/14/2011
ADDRESS: 44 WEST FLAGLER ST, SUITE 2250, MIAMI FL 33130
DESCRIPTION: INSURANCE ANALYSIS AND SALES AS IT PERTAINS TO FINANCIAL PLANNING
PLANNING THRU DIVORCE, LLC - DIVORCE SETTLEMENT SERVICES AND MEDIATION SUPPORT SERVICES
POSITION: PRINCIPAL NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 04/30/2012
ADDRESS: 44 WEST FLAGLER ST, SUITE 2250, MIAMI FL 33130
DESCRIPTION: DIVORCE PREPARATION SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Rebecca Failla'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: 2016
Experience
Current
January 7, 2014 - Present
STRADA WEALTH MANAGEMENT, LLC
Office #1: 3701 Bee Caves Rd Ste 104, Austin, TX 78746RIA
CRD#: 167718
Austin, TX
Past
December 13, 2013 - March 17, 2014
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
MIAMI, FL
Past
November 6, 2012 - December 5, 2013
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
MIAMI, FL
Past
September 28, 2011 - November 9, 2012
BRYANT & BRANNOCK, LLC.
RIA
CRD#: 148254
AUSTIN, TX
Past
October 2, 2008 - August 23, 2011
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
MIAMI, FL
Past
March 28, 2008 - March 17, 2014
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
MIAMI, FL
Past
January 30, 2007 - February 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AUSTIN, TX
Past
November 2, 2006 - February 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
AUSTIN, TX
Past
May 9, 2006 - November 6, 2006
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
AUSTIN, TX
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
Texas(1/7/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
STRADA WEALTH MANAGEMENT, LLC
FAILLA FINANCIAL MANAGEMENT LLC | STRADA WEALTH MANAGEMENT, LLC | FAILLA FINANCIAL MANAGEMENT, LLC
CRD#: 167718 / SEC#:
Florida
Registered Investment Advisory firm - (11/9/2015 Terminated)Texas
Registered Investment Advisory firm - (1/7/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3701 Bee Caves Rd Ste 104, Austin, TX 78746
Mailing Address
Phone number
(866) 526-7098
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 20,702,846 |
Red Flags
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