Jennifer M. Scherer

OPTIVISE ADVISORY SERVICES LLC

Spring Hill, FL 34606

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CRD#: 6001463

Professional summary

Jennifer Megan Scherer, who also goes by Jen Megan Mongelluzzo, Jennifer M Mongelluzzo, Jennifer Megan Mongelluzzo, Jenny Megan Mongelluzzo, Jennifer M Scherer, is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in Spring Hill, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jennifer has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jen Megan Mongelluzzo | Jennifer M Mongelluzzo | Jennifer Megan Mongelluzzo | Jenny Megan Mongelluzzo | Jennifer M Scherer

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.

Name: The Crafting Company, Role: President, Type: Retail Sales, Start Date: 08/15/2020, Investment Related?: No, Address: 17807 Garsalaso Cir, Brooksville, FL 34604, Number of Hours/Mo: 15, Duties: Create the personalized designs requested by consumers, sell and ship them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Megan Scherer'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®

None

Experience

Current

January 20, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

Office #1: 3257 Commercial Way, Spring Hill, FL 34606

RIA

CRD#: 301764

Spring Hill, FL

Past

February 28, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

TAMPA, FL

Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SPRING HILL, FL

Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

TAMPA, FL

Past

August 10, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

Spring Hill, FL

Past

August 26, 2013 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

SPRING HILL, FL

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".

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 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

Florida
(1/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/7/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/30/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/13/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/13/2022

General Securities Sales Supervisor - Options Module Examination

Current Firm

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

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Contact information

Main Address

109 Holiday Ct Suite A6, Franklin, TN 37067

Mailing Address

Phone number

(855) 378-1806

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	1,761
AUM (Assets Under Management)	$ 267,384,088

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer M. Scherer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Megan Scherer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2017

Series 63

Date: 9/30/2013

Series 7TO

Date: 7/13/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/26/2013

Series 10

Date: 7/13/2022

Series 9

Date: 7/13/2022

Current Firm

OPTIVISE ADVISORY SERVICES LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPTIVISE ADVISORY SERVICES LLC

TRUST BUT VERIFY

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