Jennifer R. Taub

SHAW FINANCIAL SOLUTIONS LLC

CORAL GABLES, FL 33134

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CRD#: 4810991

Professional summary

Jennifer Rebecca Taub, CFP®, who also goes by Jen Taub, is a registered financial advisor currently at SHAW FINANCIAL SOLUTIONS LLC located in Coral Gables, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jennifer has worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jen Taub

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.

Precise Investment Management, investment related activity, located at 600 Central Ave, Highland Park, IL, is a state registered RIA, supervisor of RIA activity, starting in May 2022, working 40 hrs a month supervising the activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rebecca Taub'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 26, 2024 - Present

SHAW FINANCIAL SOLUTIONS LLC

Office #1: 2121 Ponce De Leon Blvd Ste 405, Coral Gables, FL 33134

RIA

CRD#: 329057

CORAL GABLES, FL

Past

May 25, 2022 - June 11, 2024

PRECISE INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 282557

Coral Gables, FL

Past

June 25, 2009 - October 14, 2024

INSIGHT SECURITIES, INC.

RIA

CRD#: 5611

CORAL GABLES, FL

Past

June 23, 2009 - October 14, 2024

INSIGHT SECURITIES, INC.

CRD#: 5611

CORAL GABLES, FL

Past

September 17, 2004 - June 22, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MIAMI, FL

Past

September 15, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 15, 2004 - June 22, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MIAMI, FL

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
(12/11/2024)

IAR

Texas
(11/26/2024)

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 66

Date: 8/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/18/2010

General Securities Principal Examination

Current Firm

SHAW FINANCIAL SOLUTIONS LLC

CRD#: 329057 / SEC#:

Florida

Registered Investment Advisory firm - (2/1/2024 Approved)

Texas

Registered Investment Advisory firm - (12/8/2023 Conditional Restricted)

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Contact information

Main Address

2121 Ponce De Leon Blvd Ste 405, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 443-1706

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 88,630,035

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 R. Taub

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rebecca Taub's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRECISE INVESTMENT MANAGEMENT, INC.

INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2004

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2004

Series 24

Date: 2/18/2010

Current Firm

SHAW FINANCIAL SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHAW FINANCIAL SOLUTIONS LLC

TRUST BUT VERIFY

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