Jennifer D. Ledwith
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Denise Ledwith, CFP®, who also goes by Jennifer Ledwith, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2013. Jennifer had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2014
Experience
September 11, 2015 - June 23, 2016
FORESTERS ADVISORY SERVICES, LLC
October 29, 2013 - June 23, 2016
FORESTERS FINANCIAL SERVICES, INC.
April 16, 2013 - September 27, 2013
NESTWISE LLC
State Registrations and Notice Filings
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Exams
Current Firm
FORESTERS ADVISORY SERVICES, LLC
CRD#: 164663 / SEC#: 801-76877
Contact information
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.
