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Jennifer J Slater

Jennifer J. Slater

KAYDAN WEALTH MANAGEMENT
FENTON, MI 48430
CRD#: 5671666
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Jennifer J Slater
Jennifer J SlaterKAYDAN WEALTH MANAGEMENT

Professional summary

Jennifer J Slater, CFP®, who also goes by Jennifer J Serafin, Jennifer J Verscheure, Jennifer J Werner, is a registered financial advisor currently at KAYDAN WEALTH MANAGEMENT, INC. located in Fenton, Michigan.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jennifer has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer J Serafin | Jennifer J Verscheure | Jennifer J Werner

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 J Slater'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®

Certified Financial Planner

Start date: 2022

Experience

Current

April 4, 2019 - Present

KAYDAN WEALTH MANAGEMENT, INC.

Office #1: 329 W. Silver Lake Rd., Fenton, MI 48430
RIA
CRD#: 108964
FENTON, MI
Past

December 24, 2018 - May 13, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FENTON, MI
Past

December 20, 2018 - May 13, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FENTON, MI
Past

May 23, 2016 - November 20, 2018

IHT WEALTH MANAGEMENT LLC

RIA
CRD#: 171481
FENTON, MI
Past

January 19, 2012 - December 23, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
FENTON, MI
Past

March 4, 2011 - May 23, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
FENTON, MI
Past

November 2, 2009 - June 29, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
FENTON, MI

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".
KW
KAYDAN WEALTH MANAGEMENT, INC.
401(K)AYDAN GROUP | KAYDAN WEALTH MANAGEMENT, INC. | KAYDAN WEALTH MANAGEMENT | KAYDAN GROUP INC. | KAYDAN GROUP INC | KAYDAN GROUP | 401(K)AYDAN GROUP, INC.

CRD#: 108964 / SEC#: 801-119365

RIA
Registered Investment Advisory firm - (8/31/2020 Approved)
Michigan
Registered Investment Advisory firm - (9/14/2020 Terminated)

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
Michigan
(4/4/2019)
IAR
Texas
(1/26/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/2009
General Securities Representative Examination

Current Firm

KW
KAYDAN WEALTH MANAGEMENT, INC.
401(K)AYDAN GROUP | KAYDAN WEALTH MANAGEMENT, INC. | KAYDAN WEALTH MANAGEMENT | KAYDAN GROUP INC. | KAYDAN GROUP INC | KAYDAN GROUP | 401(K)AYDAN GROUP, INC.

CRD#: 108964 / SEC#: 801-119365

RIA
Registered Investment Advisory firm - (8/31/2020 Approved)
Michigan
Registered Investment Advisory firm - (9/14/2020 Terminated)
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Contact information

Main Address
329 W. Silver Lake Rd., Fenton, MI 48430
Mailing Address
Phone number
(810) 593-1624
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KAYDAN WEALTH MANAGEMENT, INC. ADV BROCHURE (2/25/2026)

Regulatory assets under management

Total Number of Accounts2,426
AUM (Assets Under Management)$ 726,507,771

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/02/2026
Cover Page
Report
12/23/2024
Cover Page
Report
12/21/2023
Cover Page
Report

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.

Company Information

KAYDAN WEALTH MANAGEMENT, INC.

CRD#: 108964Fenton, MI 48430

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