Jennifer L. Pritchard

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CRD#: 6070060

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Louise Pritchard, CFP®, who also goes by Jen Pritchard, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2017. Jennifer had worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Jen Pritchard

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.

Simply Paraplanner, LLC, not investment related, 3030 N. Rocky Point Dr. STE 150A Tampa, FL 33607, job board/consulting, Part Owner, start date: January 2018, 10-15 hours/month, business planning, consulting with advisory firms on hiring, creating courses on how to be a virtual paraplanner.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Start date: 2017

Experience

Past

June 29, 2020 - August 27, 2024

BANNERMAN WEALTH

RIA

CRD#: 284677

CAIRO, MO

Past

November 11, 2019 - December 31, 2019

BANNERMAN WEALTH

RIA

CRD#: 284677

CAIRO, MO

Past

November 14, 2018 - October 2, 2019

GEOMETRIC WEALTH ADVISORS, LLC

RIA

CRD#: 171670

Denver, CO

Past

July 19, 2017 - October 15, 2018

FIT ADVISORS LLC

RIA

CRD#: 175023

Tomball, TX

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".

BANNERMAN WEALTH

BANNERMAN WEALTH | BANNERMAN WEALTH MANAGEMENT GROUP, LLC

CRD#: 284677 / SEC#: 801-117777

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

Illinois

Registered Investment Advisory firm - (12/12/2019 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2019 Terminated)

North Carolina

Registered Investment Advisory firm - (12/17/2019 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

Current Firm

BANNERMAN WEALTH

BANNERMAN WEALTH | BANNERMAN WEALTH MANAGEMENT GROUP, LLC

CRD#: 284677 / SEC#: 801-117777

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

Illinois

Registered Investment Advisory firm - (12/12/2019 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2019 Terminated)

North Carolina

Registered Investment Advisory firm - (12/17/2019 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2019 Terminated)

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Contact information

Main Address

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056

Mailing Address

Phone number

(214) 919-4448

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-05-09 BANNERMAN WEALTH FORM ADV PART 2A (5/9/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 152,193,014

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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Jennifer L. Pritchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BANNERMAN WEALTH

BANNERMAN WEALTH

GEOMETRIC WEALTH ADVISORS, LLC

FIT ADVISORS LLC

Primary Firm SEC Registration

BANNERMAN WEALTH

State Registrations and Notice Filings

Exams

Current Firm

BANNERMAN WEALTH

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANNERMAN WEALTH

TRUST BUT VERIFY

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