Jennifer L. Lazarus

LAZARUS FINANCIAL PLANNING

Durham, NC

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CRD#: 4827313

Professional summary

Jennifer Lee Hauman Lazarus, CFP®, who also goes by Jenee Hauman, is a registered financial advisor currently at LAZARUS FINANCIAL PLANNING located in Durham, North Carolina.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jennifer has worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

Alternative or Private Investments

Charitable Giving

Fixed Fee (Subscription

Retainer

etc.)

Generation X

High Net Worth Client Needs

Millennials

Biography

Jennifer Lazarus, CFP® and NAPFA-registered advisor, is a financial planner for socially responsible investors. Going beyond just investment advice, her primary service is ongoing financial planning where she collaborates with her clients to develop and manage a tailored, cohesive financial strategy based on what matters most to them. She most enjoys helping people reach a place of empowerment and financial calm.

Question & Answer

What are your service offerings?

Holistic financial planning

Socially responsible mutual fu...

Impact investments + community...

Are you a "fiduciary"?

Yes

Aliases

Jenee Hauman

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 Lee Hauman Lazarus'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

Experience

Current

December 19, 2011 - Present

LAZARUS FINANCIAL PLANNING

RIA

CRD#: 136323

Durham, NC

Past

July 26, 2004 - June 29, 2005

WOODWARD FINANCIAL ADVISORS, LLC

RIA

CRD#: 116828

CHAPEL HILLS, NC

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

North Carolina
(12/19/2011)

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: 7/24/2004

Uniform Investment Adviser Law Examination

Current Firm

LAZARUS FINANCIAL PLANNING

LAZARUS FINANCIAL PLANNING | LAZARUS, JENNIFER LEE HAUMAN | LAZARUS FINANCIAL PLANNING, LLC

CRD#: 136323 / SEC#:

North Carolina

Registered Investment Advisory firm - (7/12/2005 Approved)

Texas

Registered Investment Advisory firm - (11/4/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Durham, NC

Mailing Address

Phone number

(919) 321-0606

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 51,000,000

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.

Contact information

(xxx) xxx-xxxx

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Jennifer L. Lazarus

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lee Hauman Lazarus's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAZARUS FINANCIAL PLANNING

WOODWARD FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2004

Current Firm

LAZARUS FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAZARUS FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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