Jennifer L. Dawson

HEMINGTON WEALTH MANAGEMENT

Chicago, IL 60606

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CRD#: 5139646

Professional summary

Jennifer Lake Dawson, CFP®, who also goes by Jennifer Lauren Dawson, Jen Lake, Jennifer Lauren Lake, Jenny Lake, is a registered financial advisor currently at HEMINGTON WEALTH MANAGEMENT located in Chicago, Illinois.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jennifer has worked at 2 firms .

Question & Answer

What are your service offerings?

Insurance Planning

Retirement Planning

Employee and Employer Plan Ben...

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Do you have an area of expertise or specialization?

Baby Boomers

Charitable Giving

College/Education Planning

Corporate Executives

Estate & Generational Planning...

Generation X

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lauren Dawson | Jen Lake | Jennifer Lauren Lake | Jenny Lake

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) - RIA

Click below to view Jennifer Lake Dawson'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 18, 2017 - Present

HEMINGTON WEALTH MANAGEMENT

Office #1: 150 S. Wacker Suite 2400, Chicago, IL 60606

RIA

CRD#: 169024

Chicago, IL

Past

June 1, 2012 - January 20, 2017

BALASA DINVERNO FOLTZ LLC

RIA

CRD#: 113630

ITASCA, IL

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".

HEMINGTON WEALTH MANAGEMENT

HEMINGTON WEALTH MANAGEMENT | HEMINGTON WEALTH MANAGEMENT, LLC

CRD#: 169024 / SEC#: 801-78557

RIA

Registered Investment Advisory firm - (9/24/2013 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

Virginia
(4/18/2017)

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

Current Firm

HEMINGTON WEALTH MANAGEMENT

HEMINGTON WEALTH MANAGEMENT | HEMINGTON WEALTH MANAGEMENT, LLC

CRD#: 169024 / SEC#: 801-78557

RIA

Registered Investment Advisory firm - (9/24/2013 Approved)

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Contact information

Main Address

7651 Leesburg Pike, Falls Church, VA 22043

Mailing Address

Phone number

(703) 828-2479

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (1/27/2025)

Regulatory assets under management

Total Number of Accounts	1,845
AUM (Assets Under Management)	$ 1,057,597,113

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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Jennifer L. Dawson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lake Dawson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEMINGTON WEALTH MANAGEMENT

BALASA DINVERNO FOLTZ LLC

Primary Firm SEC Registration

HEMINGTON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

HEMINGTON WEALTH MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEMINGTON WEALTH MANAGEMENT

TRUST BUT VERIFY

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