Jennifer H. Wall
Professional summary
Jennifer Haley Wall, who also goes by Jennifer Gayle Haley Lane Ms, Jennifer Gayle Haley Lane, Haley Lane, Jennifer Gayle Lane Mrs, Jennifer Haley Wall Mrs, Jennifer Haley Wall Ms, Haley Wall, is a registered financial advisor currently at PAX FINANCIAL GROUP located in San Antonio, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jennifer has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Haley Wall's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2022 - Present
PAX FINANCIAL GROUP
Office #1: 270 North Loop 1604 East Suite 200, San Antonio, TX 78232November 20, 2015 - July 17, 2017
LPL FINANCIAL LLC
August 25, 2011 - January 21, 2014
LPL FINANCIAL LLC
Primary Firm SEC Registration
PAX FINANCIAL GROUP
CRD#: 284164 / SEC#: 801-107918
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/29/2022)
Exams
Current Firm
PAX FINANCIAL GROUP
CRD#: 284164 / SEC#: 801-107918
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,900 |
| AUM (Assets Under Management) | $ 747,082,147 |
Red Flags
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