Jennifer A. Queen

CHOKSHI & QUEEN WEALTH ADVISORS

San Diego, CA 92121

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CRD#: 5078304

Professional summary

Jennifer Ashley Queen, who also goes by Jennifer Ashley Coghill, is a registered financial advisor currently at CHOKSHI & QUEEN WEALTH ADVISORS located in San Diego, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jennifer has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Ashley Coghill

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.

SALE OF INSURANCE,SECURITIES & INVESTMENT PRODUCTS.|NAME OF ENTITY: Independent insurance agent; Yes; 4510 EXECUTIVE DR STE 203; SAN DIEGO; CA; 92121; Fixed insurance sales; Independent insurance agent; 1/28/2008; 48; 48; Sales of fixed insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Queen'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

April 29, 2021 - Present

CHOKSHI & QUEEN WEALTH ADVISORS

Office #1: 4510 Executive Drive Suite 203, San Diego, CA 92121

RIA

CRD#: 313833

San Diego, CA

Past

March 3, 2008 - April 30, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

SAN DIEGO, CA

Past

February 26, 2008 - April 30, 2021

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SAN DIEGO, CA

Past

May 8, 2006 - December 7, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

March 24, 2006 - December 7, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CHOKSHI & QUEEN WEALTH ADVISORS

CHOKSHI & QUEEN WEALTH ADVISORS | CQ WEALTH ADVISORS, INC.

CRD#: 313833 / SEC#: 801-120967

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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

California
(4/29/2021)

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 66

Date: 5/5/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/9/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2006

General Securities Representative Examination

Current Firm

CHOKSHI & QUEEN WEALTH ADVISORS

CHOKSHI & QUEEN WEALTH ADVISORS | CQ WEALTH ADVISORS, INC.

CRD#: 313833 / SEC#: 801-120967

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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Contact information

Main Address

4510 Executive Drive Suite 203, San Diego, CA 92121

Mailing Address

Phone number

(858) 550-0030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (4/23/2025)

Regulatory assets under management

Total Number of Accounts	772
AUM (Assets Under Management)	$ 226,084,796

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 A. Queen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Queen's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CHOKSHI & QUEEN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2006

Series 7TO

Date: 11/9/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2006

Current Firm

CHOKSHI & QUEEN WEALTH ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHOKSHI & QUEEN WEALTH ADVISORS

TRUST BUT VERIFY

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