Jennifer L. Storey
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 Lynn Storey, CFP®, who also goes by Jennifer Mccallian, Jennifer Lynn Mccallian, Jennifer Lynn Thompson, Jennifer Lynn Wolfe, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2013. Jennifer had worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
December 20, 2024 - October 3, 2025
REDW WEALTH LLC
September 16, 2024 - October 23, 2024
Q3 ADVISORS, LLC
June 20, 2024 - September 3, 2024
SUMMIT FINANCIAL, LLC
January 10, 2024 - September 17, 2024
BFG WEALTH
January 23, 2023 - November 29, 2023
CHARLES SCHWAB & CO., INC.
October 5, 2021 - November 29, 2023
SCHWAB WEALTH ADVISORY, INC.
October 1, 2021 - November 29, 2023
CHARLES SCHWAB & CO., INC.
January 28, 2020 - July 21, 2021
J.P. MORGAN SECURITIES LLC
January 28, 2020 - July 21, 2021
J.P. MORGAN SECURITIES LLC
October 31, 2017 - December 11, 2019
VANGUARD ADVISERS, INC.
October 31, 2017 - December 11, 2019
VANGUARD MARKETING CORPORATION
April 14, 2017 - October 9, 2017
EDWARD JONES
April 13, 2017 - October 9, 2017
EDWARD JONES
May 29, 2014 - May 16, 2017
USAA FINANCIAL PLANNING SERVICES
October 9, 2013 - May 16, 2017
USAA FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,019 |
| AUM (Assets Under Management) | $ 880,865,022 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 10/30/2024 | ||
| 09/05/2023 | ||
| 09/01/2023 | ||
| 08/28/2023 |
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.
