Jennifer P. Kirby

TALISMAN WEALTH ADVISORS

Mountainside, NJ 07092

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CRD#: 6243626

Professional summary

Jennifer Prewitt Kirby, CIMA®, who also goes by Jennifer Kirby, Jennifer Prewitt, is a registered financial advisor currently at TALISMAN WEALTH ADVISORS, LLC located in Mountainside, New Jersey.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jennifer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Kirby | Jennifer Prewitt

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Prewitt Kirby'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 19, 2021 - Present

TALISMAN WEALTH ADVISORS, LLC

Office #1: 1162 Springfield Ave 2nd Floor, Mountainside, NJ 07092

RIA

CRD#: 313283

Mountainside, NJ

Past

February 25, 2021 - May 12, 2021

PRIVATE PORTFOLIO PARTNERS, LLC

RIA

CRD#: 165616

Mountainside, NJ

Past

November 18, 2013 - February 25, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WESTFIELD, NJ

Past

October 17, 2013 - February 25, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WESTFIELD, NJ

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".

TALISMAN WEALTH ADVISORS, LLC

CRD#: 313283 / SEC#: 801-120785

RIA

Registered Investment Advisory firm - (4/12/2021 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 Jersey
(5/19/2021)

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: 11/14/2013

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: 10/17/2013

General Securities Representative Examination

Current Firm

TALISMAN WEALTH ADVISORS, LLC

CRD#: 313283 / SEC#: 801-120785

RIA

Registered Investment Advisory firm - (4/12/2021 Approved)

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Contact information

Main Address

1162 Springfield Ave 2nd Floor, Mountainside, NJ 07092

Mailing Address

Phone number

(908) 519-8120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 TALISMAN WRAP BROCHURE (3/30/2025)

2025 TALISMAN FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	513
AUM (Assets Under Management)	$ 212,797,046

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 P. Kirby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Prewitt Kirby's CRS (Customer Relationship Summary).

Certified licenses

Experience

TALISMAN WEALTH ADVISORS, LLC

PRIVATE PORTFOLIO PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TALISMAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/17/2013

Current Firm

TALISMAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TALISMAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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