Jennifer I. Coffey Smith
APELLA WEALTH
Larkspur, CA 94939
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CRD#: 4708205
Professional summary
Jennifer Isobel Coffey Smith, CFP®, who also goes by Jennifer Isobel Coffey, Jennifer Isobel Smith, is a registered financial advisor currently at APELLA WEALTH located in Larkspur, California.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jennifer has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Core Areas of Focus
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Buying a Home
Career Change
Asset Allocation
Investment Management
Employee Benefits
Irregular Income
Getting Married
Mutual Funds
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Starting a Family
Sudden Wealth
Men's Finances
Nontraditional Households
Personal Taxes
Women's Finances
Biography
Jenny is enthusiastic about financial planning and sharing her experience with our clients and staff. She loves meeting people, hearing their stories, and helping them find practical solutions for the future. What she enjoys most about working with our team is the exchange of ideas among staff members so that we create better client experiences.
Jenny joined the Financial Connections team in 2013. She is a fee-only Certified Financial Planner™ Professional and has a Master’s degree in Security Analysis and Portfolio Management. She also has a B.S. in Economics from Arizona State University and an M.S. from Creighton University.
Jenny joined Financial Connections after nine years with The Vanguard Group. Her various positions included: Client Relationship Manager, Retirement Advisor, and Investment Consultant for Ultra High Net Worth clients. Jenny was also an employee of Nestwise, a venture offering financial advice for the mass market.
Jenny is a member of the board of the Financial Planning Association of San Francisco.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Life Transitions
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Jennifer Isobel Coffey | Jennifer Isobel Smith
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Isobel Coffey Smith'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: 2008
Experience
Current
April 9, 2026 - Present
APELLA WEALTH
Office #1: 1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939RIA
CRD#: 171106
Larkspur, CA
Past
December 5, 2013 - May 5, 2026
FINANCIAL CONNECTIONS GROUP, INC.
RIA
CRD#: 108906
LARKSPUR, CA
Past
June 29, 2004 - May 3, 2013
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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".
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 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
California(4/9/2026)
IAR
Connecticut(4/10/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 Approved)PREMIUM
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Contact information
Main Address
65 Memorial Drive Suite C340, West Hartford, CT 06107
Mailing Address
Phone number
(860) 785-2260
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/16/2026 | ||
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
