Jennifer R. Greenfield
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Rose Greenfield, who also goes by Jennifer Rose Burnam, Jennifer Burnam, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2008. Jennifer had worked at 6 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2023 - July 7, 2026
DESTINATION WEALTH MANAGEMENT
September 12, 2011 - January 17, 2013
LUCIA SECURITIES, LLC
January 18, 2011 - January 15, 2013
LUCIA CAPITAL GROUP
January 7, 2011 - December 5, 2011
FIRST ALLIED SECURITIES, INC.
June 25, 2009 - March 12, 2010
CWS INVESTMENTS
May 26, 2008 - February 2, 2009
BEL AIR SECURITIES LLC
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
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.
