Jennifer B. Cornish

BEAU MORGAN ADVISORS

ROCHESTER, NY

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CRD#: 6016138

Professional summary

Jennifer Beau Cornish, who also goes by Jennifer Beau Peterson, is a registered financial advisor currently at BEAU MORGAN ADVISORS located in Rochester, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Beau Peterson

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 of Business: Beau Ventures, LLC Investment-related: NO Address: 63 Kitty Hawk Drive, Pittsford, NY 14534 " "Name of Business: Junior Achievement of Central Upstate NY Investment-related: Address: 1 South Washington Street Suite 110 Rochester, NY 14614 Nature of the other business: Volunteering for non-profit Junior Achievement teaching their curriculum to k-12 students Position, title, or relationship with the other business: Class educator, volunteer Start date: 1/11/2020 Approx. # of hours/month you devote to the other business: 6 Approx. #of hours/month you devote to the other business during securities trading hours: 6 Describe your duties relating to the other business: teach k-12 personal finance "

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Beau Cornish'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

May 19, 2025 - Present

BEAU MORGAN ADVISORS

RIA

CRD#: 336355

ROCHESTER, NY

Past

November 30, 2020 - May 15, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ROCHESTER, NY

Past

November 24, 2020 - May 15, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ROCHESTER, NY

Past

April 7, 2020 - November 30, 2020

CAPITOL SECURITIES MANAGEMENT, INC.

RIA

CRD#: 14169

ROCHESTER, NY

Past

November 15, 2019 - November 30, 2020

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

ROCHESTER, NY

Past

November 30, 2018 - October 3, 2019

LPL FINANCIAL LLC

CRD#: 6413

ROCHESTER, NY

Past

June 18, 2018 - November 8, 2018

OSAIC SERVICES, INC.

CRD#: 133763

ROCHESTER, NY

Past

November 24, 2015 - June 8, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ROCHESTER, NY

Past

January 21, 2015 - November 13, 2015

BRIGHTON SECURITIES CORP.

CRD#: 3875

ROCHESTER, NY

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".

BEAU MORGAN ADVISORS

BEAU MORGAN ADVISORS | BEAU VENTURES, LLC

CRD#: 336355 / SEC#: 801-132802

RIA

Registered Investment Advisory firm - (5/19/2025 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

New York
(5/19/2025)

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: 2/4/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2015

General Securities Representative Examination

Current Firm

BEAU MORGAN ADVISORS

BEAU MORGAN ADVISORS | BEAU VENTURES, LLC

CRD#: 336355 / SEC#: 801-132802

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

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Contact information

Main Address

Pittsford, NY

Mailing Address

Phone number

(585) 301-7970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEAU MORGAN ADVISORS FORM ADV PART 2A (9/15/2025)

BEAU MORGAN FORM ADV PART 2A APPENDIX (7/8/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 753,443,614

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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Firm Stability Insights

Jennifer B. Cornish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Beau Cornish's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CAPITOL SECURITIES MANAGEMENT, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

LPL FINANCIAL LLC

OSAIC SERVICES, INC.

UBS FINANCIAL SERVICES INC.

BRIGHTON SECURITIES CORP.

Primary Firm SEC Registration

BEAU MORGAN ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2015

Current Firm

BEAU MORGAN ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEAU MORGAN ADVISORS

TRUST BUT VERIFY

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