Jennifer Lynn Sanchez
CFP®Professional Summary
Jennifer Lynn Sanchez, CFP®, who also goes by Jennifer Lynn Young, is a registered financial advisor currently at INTEGRAL FINANCIAL PLANNING LLC located in Naperville, Illinois. Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jennifer has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Integral Financial Planning LLC is a comprehensive wealth management firm. We review our clients' entire financial situation
- apply our extensive experience
- and then construct a customized plan. Our customized strategies include the areas of cash management
- investments
- retirement analysis
- college planning
- risk management
- estate planning and other financial topics identified through the comprehensive review process. Additionally
- we offer Investment Management services and personal income tax return preparation.
Biography
Jennifer L. Sanchez is an educated, compassionate woman whose skill set and experiences suite her well for a role in financial planning. Jennifer is passionate about helping clients achieve their goals, and works diligently to provide the highest quality of work to each and every client. She served on the Midwest Regional Board of Directors for NAPFA to help promote fee-only planning, and currently serves on the NAFPA Consumer Education Board (NCEF). Jennifer attended the...
Other Aliases
Jennifer Lynn Sanchez, Jennifer Lynn Young
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
INTEGRAL FINANCIAL PLANNING LLC
Contact Information
Main Address
Naperville, ILPhone Number
(630) 219-3315# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
375AUM (Assets Under Management)
$158,025,042Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
INTEGRAL FINANCIAL PLANNING LLC
State Registrations and Notice Filings
(9/2/2008)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Sanchez's CRS (Customer Relationship Summary).
Services Offered by Jennifer
- Integral Financial Planning LLC is a comprehensive wealth management firm. We review our clients' entire financial situation
- apply our extensive experience
- and then construct a customized plan. Our customized strategies include the areas of cash management
- investments
- retirement analysis
- college planning
- risk management
- estate planning and other financial topics identified through the comprehensive review process. Additionally
- we offer Investment Management services and personal income tax return preparation.
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