Jennifer Goodwin

RE-ENVISION WEALTH

Washington, DC

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CRD#: 5538956

Professional summary

Jennifer Goodwin, who also goes by Jennifer Thomas, is a registered financial advisor currently at RE-ENVISION WEALTH located in Washington, District Of Columbia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jennifer has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Thomas

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.

I am a Financial Planner at Motley Fool Wealth Management located at 2000 DUKE STREET SUITE 275 ALEXANDRIA, VA 22314.This is an investment related business and I work approximately 100 hours a month for Motley Fool Wealth Management. I started working for Motley Fool Wealth Management in November of 2020 and I advise clients on financial matters.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Goodwin'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

March 27, 2025 - Present

RE-ENVISION WEALTH

RIA

CRD#: 299357

Washington, DC

Past

January 29, 2021 - July 22, 2024

TMF INVESTMENTS

CRD#: 306422

ALEXANDRIA, VA

Past

December 24, 2020 - February 12, 2025

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

ALEXANDRIA, VA

Past

February 22, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

FAIRFAX, VA

Past

January 21, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

FAIRFAX, VA

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".

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

District of Columbia
(5/6/2025)

IAR

Maryland
(3/27/2025)

IAR

North Carolina
(5/14/2025)

IAR

Texas
(3/27/2025)

IAR

Virginia
(5/7/2025)

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 66

Date: 2/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2016

General Securities Representative Examination

Current Firm

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

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Contact information

Main Address

590 Madison Avenue, Ibm Building 21st Floor, New York, NY 10022

Mailing Address

Phone number

(301) 233-7903

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 117,416,947

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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Advisor Monitoring

Firm Stability Insights

Jennifer Goodwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TMF INVESTMENTS

MOTLEY FOOL WEALTH MANAGEMENT, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Primary Firm SEC Registration

RE-ENVISION WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2016

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2016

Current Firm

RE-ENVISION WEALTH

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RE-ENVISION WEALTH

TRUST BUT VERIFY

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