Jennifer G. Esch

WEALTH MANAGEMENT INVESTMENT ADVISORS

SPRING, TX 77389

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CRD#: 6501124

Professional summary

Jennifer Gremillion Esch, who also goes by Jennifer Gremillion Burkhardt, Jennifer Marie Gremillion, is a registered financial advisor currently at WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC located in Spring, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Gremillion Burkhardt | Jennifer Marie Gremillion

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.

1. Bailes Bates & Associates, LP - Partner - Accounting, income tax planning, and preparation. 50 hours per month. 2. Begnaud Family Properties, LLC - Owner - Family-owned farm - 2 hours per month. 3. Esch Development Solutions, LLC - Managing Member - Receives fee payouts from WMAF. Other Managing Member is Joseph Esch - Jennifer's husband - who bills his commercial real estate and economic consulting through this entity. Neither of these involve the sale of securities or insurance products. 2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Gremillion Esch's 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 10, 2018 - Present

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

Office #1: 18935 I-45 North, Spring, TX 77389

RIA

CRD#: 170852

SPRING, TX

Past

February 3, 2017 - December 31, 2017

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

RIA

CRD#: 170852

SPRING, TX

Past

August 3, 2015 - December 31, 2016

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

RIA

CRD#: 170852

SUGAR LAND, TX

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

Texas
(1/10/2018)

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 65

Date: 8/3/2015

Uniform Investment Adviser Law Examination

Current Firm

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

WEALTH MANAGEMENT INVESTMENT ADVISORS | WMA FINANCIAL, LLC | WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

CRD#: 170852 / SEC#:

Texas

Registered Investment Advisory firm - (1/10/2018 Approved)

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Contact information

Main Address

18935 I-45 North, Spring, TX 77389

Mailing Address

Phone number

(281) 444-2220

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 G. Esch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Gremillion Esch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2015

Current Firm

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

WEALTH MANAGEMENT INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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