Jennifer L. Poore
INTEGRATED FINANCIAL PLANNING SERVICES
ORLANDO, FL
Some features on this profile are disabled
CRD#: 4953667
Professional summary
Jennifer L Poore, CFP® is a registered financial advisor currently at INTEGRATED FINANCIAL PLANNING SERVICES located in Orlando, Florida.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
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.
Integrated Loyalty Systems, Inc. COO/CFO, 2 hrs./wk. Moondance Enterprises, LLC, managing member- rental property 1 hr./wk, Book writing, not investment related. Assisting in the writing of books with my husband related to the improvement of the experience patients have in hospitals. Plum Holdings. Not securities related. Rental property. 16 hrs./Mo. Jake Poore & Assoc. LLC. Not securities related. Book publishing. 8 hours/mo. Sales of Interests in Real Estate Syndicates. Securities related. Dedicating 40 hrs/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer L Poore's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jennifer L Poore'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: 2013
Experience
Current
March 7, 2025 - Present
INTEGRATED FINANCIAL PLANNING SERVICES
RIA
BD
CRD#: 17935
ORLANDO, FL
Current
December 2, 2005 - Present
INTEGRATED FINANCIAL PLANNING SERVICES
Office #1: Karlstrasse 20, Heidelberg 69117RIA
BD
CRD#: 17935
Heidelberg,
Past
July 26, 2005 - December 2, 2005
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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".
IF
INTEGRATED FINANCIAL PLANNING SERVICES
BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS
CRD#: 17935 / SEC#: 801-132001, 8-35120
RIA
Registered Investment Advisory firm - SEC (3/5/2025 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(12/2/2005)
IAR
Maryland(3/7/2025)
RR
Oregon(4/12/2024)
RR
Washington(1/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTEGRATED FINANCIAL PLANNING SERVICES
BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS
CRD#: 17935 / SEC#: 801-132001, 8-35120
RIA
Registered Investment Advisory firm - SEC (3/5/2025 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Karlstrasse 20, Heidelberg 69117
Mailing Address
Karlstrasse 20, Heidelberg 69117 69117
Phone number
011496221-23597
Established
Nevada since 10/29/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
21
SEC notice filing (1 States and Territories)
FINRA licenses (36 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 2 |
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.
