Jennifer L Hushion

Jennifer L. Hushion

MAIN STREET FINANCIAL SOLUTIONS
Cranston, RI
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CRD#: 5635020
Jennifer L Hushion

Professional summary


Jennifer L Hushion, CFP® is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Cranston, Rhode Island.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jennifer has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

CRS (Client Relationship Summary) - RIA


Click below to view Jennifer L Hushion'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®
CFP®

Experience


Current

February 27, 2020 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 305834
Cranston, RI
Past

June 27, 2016 - July 1, 2020

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 146118
Providence, RI
Past

April 1, 2013 - July 4, 2016

JL HUSHION FINANCIAL PLANNING

RIA
CRD#: 163422
PROVIDENCE, RI
Past

January 1, 2010 - October 1, 2010

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
PROVIDENCE, RI
Past

October 16, 2009 - October 1, 2010

OPPENHEIMER & CO. INC.

BD
CRD#: 249
PROVIDENCE, RI

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".
MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT

CRD#: 305834 / SEC#: 801-117871

RIA
Registered Investment Advisory firm - (1/2/2020 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
Rhode Island
(2/27/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/29/2009
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT

CRD#: 305834 / SEC#: 801-117871

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
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Contact information


Main Address
503 E. Washington Avenue Suite 1c, Newtown, PA 18940
Mailing Address
Phone number
(215) 259-5021
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (26 States and Territories)


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Regulatory assets under management


Total Number of Accounts6,091
AUM (Assets Under Management)$ 2,494,613,000

Red Flags


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Company Information


MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834Cranston, RI

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