Jennifer K. Rupp
HENDERSHOTT WEALTH MANAGEMENT
Goshen, IN
Some features on this profile are disabled
CRD#: 5200268
Professional summary
Jennifer Kay Rupp, CFP®, who also goes by Jennifer Rupp, Jennifer Kay Werner, Jennifer Werner, is a registered financial advisor currently at HENDERSHOTT WEALTH MANAGEMENT, LLC located in Goshen, Indiana.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jennifer has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Biography
Jen Rupp is a Financial Advisor with Hendershott Wealth Management, a leading financial advisory firm for women. As a fiduciary financial advisor, her passion is empowering clients with the tools and resources they need to build, grow, and protect their wealth. She has coached clients across the country on how to save for their financial goals, where to save for those goals, how to invest for them, and then how to use the money to fund their financial goals.
While still in high school, Jen knew she wanted to become a financial advisor. Seeing people around her struggling with saving and planning for their future, she knew that was a problem she wanted to help others solve. With a practical mindset around money, she had the foundation to teach and guide.
She was the first to female to graduate from Bethel College with a degree in Economics and Finance and a minor in Accounting. And after 12 years working for an independent wealth management firm in Indiana, she joined Hendershott Wealth Management in 2017 to greater focus on collaborative coaching and financial planning with clients and the HWM team.
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Social Security Planning
Retirement Income Management
Education Planning
Life Transitions
Inheritance
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Debt Management
Budgeting
Investment Planning
Elder Care
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jennifer Rupp | Jennifer Kay Werner | Jennifer Werner
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.
ARBONNE INDEPENDENT CONSULTANT, CORPORATION, START: 04/15/16, 59252 Blackbird Ct. Goshen, IN 46528, INDEPENDENT CONSULTANT, NOT INVESTMENT RELATED, 30 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Kay Rupp'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: 2019
Experience
Current
November 30, 2017 - Present
HENDERSHOTT WEALTH MANAGEMENT, LLC
RIA
CRD#: 170839
Goshen, IN
Past
May 13, 2011 - August 3, 2017
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
ELKHART, IN
Past
October 4, 2010 - July 5, 2017
GUIDANCE INVESTMENT ADVISORS, LLC
RIA
CRD#: 154644
ELKHART, IN
Past
November 19, 2008 - May 13, 2011
FINTEGRA, LLC
BD
CRD#: 16741
ELKHART, IN
Past
December 12, 2007 - October 1, 2010
COMPASS FINANCIAL ADVISORS LLC
RIA
CRD#: 109131
ELKHART, IN
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".
HENDERSHOTT WEALTH MANAGEMENT, LLC
HENDERSHOTT WEALTH MANAGEMENT, LLC | MARTIN, HILARY | HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD#: 170839 / SEC#: 801-120494
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/28/2021 Terminated)Indiana
Registered Investment Advisory firm - (3/30/2021 Terminated)Texas
Registered Investment Advisory firm - (3/29/2021 Terminated)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(11/30/2017)
IAR
Georgia(4/11/2025)
IAR
Indiana(1/25/2018)
IAR
Oregon(1/5/2025)
IAR
Puerto Rico(1/5/2025)
IAR
Texas(11/30/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
HENDERSHOTT WEALTH MANAGEMENT, LLC
HENDERSHOTT WEALTH MANAGEMENT, LLC | MARTIN, HILARY | HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD#: 170839 / SEC#: 801-120494
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/28/2021 Terminated)Indiana
Registered Investment Advisory firm - (3/30/2021 Terminated)Texas
Registered Investment Advisory firm - (3/29/2021 Terminated)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
11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038
Mailing Address
Phone number
(877) 743-6500
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 522 |
| AUM (Assets Under Management) | $ 235,639,534 |
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.
