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JL

Jenna R. Laws

EVEXIA WEALTH
STEVENS POINT, WI 54481
Some features on this profile are disabled
CRD#: 5680395
JL

Professional summary


Jenna Rose Laws, CFP®, who also goes by Jenna Rose Buell, Jenna R Chiappetta, Jenna Rose Chiappetta, Jenna R Laws, is a registered financial advisor currently at EVEXIA WEALTH, LLC located in Stevens Point, Wisconsin.

Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jenna has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jenna Rose Buell | Jenna R Chiappetta | Jenna Rose Chiappetta | Jenna R Laws

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) BEN AND JENNA LAWS POSITION: Land Owner NATURE: Lease 18 acres of land to a localfarmer for $100/acre INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 10206 Cty Hwy Z, Amherst Junction WI 54407, United States DESCRIPTION: none 2) Insurance Sales; Non-Investment; Same Address; 10% of business time. 3) Evexia Accounting LLC; Member; 2740 Stanley St, A2, Stevens Point, WI 54481; Ownership Interest; Non-investment related; Approximately 20 hours spent per month 4) 16 Days, Inc.; Vice President and Board Member; 10206 County Rd Z, , Amherst Junction, WI. 54407; Non-investment related; 501(c)(3) NICU charity; Responsible for the charities vision, board meetings, and employees; Approximately 4 hours per month, 0 during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jenna Rose Laws'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

January 5, 2023 - Present

EVEXIA WEALTH, LLC

Office #1: 1265 Main Street Suite 105, Stevens Point, WI 54481
RIA
CRD#: 323788
STEVENS POINT, WI
Past

September 25, 2019 - February 3, 2023

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Stevens Point, WI
Past

October 1, 2009 - September 25, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
STEVENS POINT, WI
Past

September 7, 2009 - September 25, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
STEVENS POINT, WI

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".
EW
EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA
Registered Investment Advisory firm - (12/2/2022 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
Wisconsin
(1/5/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EW
EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA
Registered Investment Advisory firm - (12/2/2022 Approved)
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Contact information


Main Address
1265 Main Street Suite 105, Stevens Point, WI 54481
Mailing Address
Phone number
(715) 344-9496
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/18/2025)

Regulatory assets under management


Total Number of Accounts1,379
AUM (Assets Under Management)$ 329,350,000

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


EVEXIA WEALTH, LLC

CRD#: 323788Stevens Point, WI 54481

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