Jennifer L. Jarvis

BIONDO INVESTMENT ADVISORS LLC

Milford, PA 18337

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CRD#: 5384517

Professional summary

Jennifer L Jarvis, who also goes by Jennifer Lynne Begg, Jennifer Lynne Whittles, is a registered financial advisor currently at BIONDO INVESTMENT ADVISORS LLC located in Milford, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jennifer has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lynne Begg | Jennifer Lynne Whittles

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 L Jarvis'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

July 12, 2018 - Present

BIONDO INVESTMENT ADVISORS LLC

Office #1: 540 Route 6 & 209, Milford, PA 18337

RIA

CRD#: 130105

Milford, PA

Past

December 9, 2008 - October 19, 2017

BIONDO ASSET MANAGEMENT LLC

CRD#: 129690

MILFORD, PA

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".

BIONDO INVESTMENT ADVISORS LLC

CRD#: 130105 / SEC#: 801-62775

RIA

Registered Investment Advisory firm - (2/9/2004 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

New Jersey
(7/17/2018)

IAR

Pennsylvania
(7/12/2018)

IAR

Texas
(7/12/2018)

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 65

Date: 7/12/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/8/2008

General Securities Representative Examination

Current Firm

BIONDO INVESTMENT ADVISORS LLC

CRD#: 130105 / SEC#: 801-62775

RIA

Registered Investment Advisory firm - (2/9/2004 Approved)

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Contact information

Main Address

540 Route 6 & 209, Milford, PA 18337

Mailing Address

Po Box 909, Milford, PA 18337

Phone number

(570) 296-5525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIONDO INVESTMENT ADVISORS, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,317
AUM (Assets Under Management)	$ 1,106,420,953

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. Jarvis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer L Jarvis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIONDO INVESTMENT ADVISORS LLC

BIONDO ASSET MANAGEMENT LLC

Primary Firm SEC Registration

BIONDO INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2018

Series 63

Date: 4/27/2009

SIE

Date: 10/19/2017

Series 7

Date: 12/8/2008

Current Firm

BIONDO INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIONDO INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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