Jennifer L. Taber

CRESAP

Doylestown, PA 18901-4362

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CRD#: 5006029

Professional summary

Jennifer Lynn Taber, who also goes by Jennifer Lynn Stott, is a registered financial professional currently at CRESAP, INC. located in Doylestown, Pennsylvania.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jennifer Lynn Stott

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) - BD

Click below to view Jennifer Lynn Taber's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 31, 2020 - Present

CRESAP, INC.

Office #1: 76 East State Street, Doylestown, PA 18901-4362

RIA

CRD#: 25899

Doylestown, PA

Past

January 9, 2019 - January 31, 2020

CHAPIN, DAVIS

CRD#: 28116

Doylestown, PA

Past

April 21, 2011 - January 3, 2019

CRESAP, INC.

CRD#: 25899

DOYLESTOWN, PA

Past

August 29, 2007 - March 24, 2011

P.J. ROBB VARIABLE, LLC

CRD#: 38339

DRESHER, PA

Past

January 18, 2007 - July 31, 2007

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

August 8, 2005 - September 19, 2006

CRESAP, INC.

CRD#: 25899

DOYLESTOWN, PA

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".

CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA

Registered Investment Advisory firm - SEC (6/9/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (9/15/2014 Terminated)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Pennsylvania
(1/31/2020)

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

Series 63

Date: 7/7/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA

Registered Investment Advisory firm - SEC (6/9/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (9/15/2014 Terminated)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

259 N. Radnor-chester Rd. Ste. 140 Ste 140, Radnor, PA 19087

Mailing Address

259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087

Phone number

(610) 341-1320

Established

Pennsylvania since 12/07/1989

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CRESAP INC. ADV BROCHURE 2025 (3/26/2025)

Direct owners and executive officers

Name	Position	CRD#
CRESAP, MARK WINFIELD III	PRESIDENT/CHIEF COMPLIANCE OFFICER	828898

Regulatory assets under management

Total Number of Accounts	595
AUM (Assets Under Management)	$ 339,016,488

Disclosures

Regulatory Event

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 L. Taber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Lynn Taber's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHAPIN, DAVIS

CRESAP, INC.

P.J. ROBB VARIABLE, LLC

FORESIDE DISTRIBUTION SERVICES, L.P.

CRESAP, INC.

Primary Firm SEC Registration

CRESAP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/7/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2005

FINRA

Current Firm

CRESAP, INC.

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (44 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CRESAP, INC.

TRUST BUT VERIFY

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