Jennifer A. O'hara
Professional summary
Jennifer Ann O'hara, CFP®, who also goes by Jennifer Ann Knapp, Jennifer O'hara, Jennifer Ann Ohara, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Albrightsville, Pennsylvania.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jennifer has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Ann O'hara's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
March 27, 2026 - Present
DIGITAL WEALTH PARTNERS
July 12, 2023 - February 28, 2025
SAVANT WEALTH MANAGEMENT
October 29, 2019 - April 3, 2023
THE MATHER GROUP, LLC
October 16, 2018 - October 30, 2019
RPH FINANCIAL SERVICES, INC.
April 22, 2017 - December 31, 2018
RPH FINANCIAL SERVICES, INC
May 26, 2016 - April 16, 2018
STONEX SECURITIES INC.
Primary Firm SEC Registration
DIGITAL WEALTH PARTNERS
CRD#: 328627 / SEC#: 801-129045
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2026)
Exams
Current Firm
DIGITAL WEALTH PARTNERS
CRD#: 328627 / SEC#: 801-129045
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,398 |
| AUM (Assets Under Management) | $ 588,961,725 |
Red Flags
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