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JJ

Jennifer Lee Jost

Charlotte, NC
·CRD# 5020750·21 years registered

Professional Summary

Jennifer Lee Jost, who also goes by Jennifer Lee Hampton, Jennifer Jost, Jennifer Lee Souza, was a registered financial advisor. Jennifer was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jennifer Lee Hampton, Jennifer Jost, Jennifer Lee Souza

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years registered in the securities industry

Current & Past Employments

Current

Unknown FirmCurrent·
9805 Statesville Rd Suite 6021, Charlotte, NC 28269
October 28, 2026 - Present

Past

SIMPLICITY WEALTHPast·CRD# 300572
RIA
Charlotte, NC
February 13, 2025 - October 14, 2026
LIFEPRO ASSET MANAGEMENTPast·CRD# 285252
RIA
Denver, NC
February 18, 2020 - February 14, 2025
AMERITAS INVESTMENT COMPANY, LLCPast·CRD# 14869
BD
San Ramon, CA
October 11, 2014 - March 13, 2020
AMERITAS INVESTMENT COMPANY, LLCPast·CRD# 14869
RIA
San Ramon, CA
October 9, 2014 - March 13, 2020
KOVACK ADVISORS, INC.Past·CRD# 140808
RIA
Ft. Lauderdale, FL
August 28, 2013 - September 12, 2013
KOVACK SECURITIES INC.Past·CRD# 44848
BD
Brentwood, CA
August 28, 2013 - September 12, 2013
EDWARD JONESPast·CRD# 250
RIA
Brentwood, CA
October 6, 2009 - July 11, 2013
EDWARD JONESPast·CRD# 250
BD
Brentwood, CA
September 23, 2009 - July 11, 2013
PARK AVENUE SECURITIES LLCPast·CRD# 46173
BD
Pleasanton, CA
August 5, 2008 - July 1, 2009
VOYA FINANCIAL ADVISORS, INC.Past·CRD# 2882
BD
Brentwood, CA
October 18, 2007 - July 25, 2008
WORLD GROUP SECURITIES, INC.Past·CRD# 114473
BD
Concord, CA
December 1, 2005 - October 24, 2007

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Jennifer Jost, Sole Proprietor; yes; Denver, NC; Insurance; Insurance Agent; 09/2005; approx 40 hours per month, of which 10 are during trading hours; Insurance sales and service. Diamond Life Strategies; no; Denver, NC; Motivational Speaking & Money Coach; Owner and Money Coach; 03/2018; approx 40 hours per month, of which none are during trading hours; motivational speaking and workshops for various women's groups. Rock My Finances; no; Denver, NC; Radio Show; Podcast Host; 10/2022; approx 10 hours per month, of which 1 is done during trading hours; Weekly show where people are interviewed about life stories and tragedy to triumph.

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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.
IAR
California
(10/28/2026)
IAR
North Carolina
(10/30/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2009About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2006About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2005About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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