Jennifer M. Yearous
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 Marie Yearous, who also goes by Jennifer Marie Smith, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2007. Jennifer had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 24, 2013 - December 23, 2013
GOLDBLOOM WEALTH MANAGEMENT LLC
January 28, 2008 - July 8, 2013
MSI FINANCIAL SERVICES, INC.
March 26, 2007 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
March 26, 2007 - July 8, 2013
MSI FINANCIAL SERVICES, INC.
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
GOLDBLOOM WEALTH MANAGEMENT LLC
CRD#: 153678 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,080 |
| AUM (Assets Under Management) | $ 96,881,581 |
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.
