JENEL A. DARLAND

HALTER FERGUSON FINANCIAL | Associate Financial Planner

CARMEL, IN 46032

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CRD#: 5496848

Professional summary

JENEL AMBER DARLAND, who also goes by Jenel Amber Doyle, Jenel A Lambeck, Jenel Amber Lambeck, Jenel Lambeck, is a registered financial advisor currently at HALTER FERGUSON FINANCIAL INC located in Carmel, Indiana.

JENEL is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. JENEL has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Biography

Jenel enjoys designing and implementing solutions to help clients achieve their financial goals, focusing on delivering careful analysis coupled with superior service. She began her career in the financial services industry in 2007, where she worked for several regional and national firms prior to joining Mercer Advisors in 2022. Jenel holds a Bachelor of Business Administration in Accounting from the University of Houston-Downtown, where she graduated with highest distinction. She ran collegiate track and cross country and in her spare time enjoys running, hiking, traveling, cycling, and spending time with her Coton de Tulear Sir Lewis and her cat Keke, a Maine Coon mix. Jenel volunteers with 3rd Decade, a non-profit organization that provides financial education and mentoring for young adults.

Aliases

Jenel Amber Doyle | Jenel A Lambeck | Jenel Amber Lambeck | Jenel Lambeck

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.

1) the name of the other business; Uber whether the business is Investment-related; No the address of the other business; Uber Technologies, Inc. 1725 Third Street, San Francisco, CA 94158 USA the nature of the other business; Transportation network company providing rideshare passenger transportation services your position; independent contractor driver title, or relationship with the other business; Independent contractor driver the start date of your relationship; 08/01/2026 the approximate number of hours/month you devote to the other business; 30 hours/month the number of hours you devote to the other business during securities trading hours; 0 hours duties relating to the other business; Independent contractor providing rideshare transportation services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view JENEL AMBER DARLAND'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

August 3, 2026 - Present

HALTER FERGUSON FINANCIAL INC

Office #1: 13080 Grand Blvd. Suite 130, Carmel, IN 46032

RIA

CRD#: 109563

CARMEL, IN

Past

May 31, 2023 - June 9, 2026

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 2543

HOUSTON, TX

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".

HALTER FERGUSON FINANCIAL INC

CRD#: 109563 / SEC#: 801-57288

RIA

Registered Investment Advisory firm - (2/18/2000 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

Indiana
(8/3/2026)

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

Series 63

Date: 9/22/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/22/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2011

General Securities Representative Examination

Current Firm

HALTER FERGUSON FINANCIAL INC

CRD#: 109563 / SEC#: 801-57288

RIA

Registered Investment Advisory firm - (2/18/2000 Approved)

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Contact information

Main Address

13080 Grand Blvd. Suite 130, Carmel, IN 46032

Mailing Address

Phone number

(317) 875-0202

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 022625 (2/26/2025)

Regulatory assets under management

Total Number of Accounts	950
AUM (Assets Under Management)	$ 487,810,150

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

JENEL A. DARLAND

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view JENEL AMBER DARLAND's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

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RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

AVIDIAN WEALTH SOLUTIONS

B. RILEY WEALTH MANAGEMENT

Primary Firm SEC Registration

HALTER FERGUSON FINANCIAL INC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/22/2012

Series 65

Date: 4/22/2012

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2011

Current Firm

HALTER FERGUSON FINANCIAL INC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALTER FERGUSON FINANCIAL INC

TRUST BUT VERIFY

Contact information

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