Jennifer L. Strymecki

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CRD#: 6530985

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 Strymecki, who also goes by Jennifer Strymecki, 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 and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Jennifer Strymecki

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.

Cardinal Point Capital Management Inc; IAR; Toronto, ON; Investment Related Cardinal Point Wealth Management Inc.; Financial Planning, IRVINE,CA Investment-related; Financial Planning

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®

None

Experience

Past

May 18, 2023 - July 31, 2025

CARDINAL POINT WEALTH MANAGEMENT

RIA

CRD#: 140619

Montvale, NJ

Past

November 1, 2021 - July 12, 2022

CARDINAL POINT WEALTH MANAGEMENT

RIA

CRD#: 316266

IRVINE, CA

Past

September 15, 2017 - November 1, 2021

CARDINAL POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 151579

TORONTO, ON,

Past

August 31, 2017 - July 12, 2022

CARDINAL POINT WEALTH MANAGEMENT

RIA

CRD#: 140619

Vancouver, BC,

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".

CARDINAL POINT WEALTH MANAGEMENT

CRD#: 140619 / SEC#: 801-66719

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

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

State Security Law Exam

IAR

Series 65

Date: 8/31/2017

Uniform Investment Adviser Law Examination

Current Firm

CARDINAL POINT WEALTH MANAGEMENT

CRD#: 140619 / SEC#: 801-66719

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

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Contact information

Main Address

3280 Bloor Street West, Centre Tower Suite 500, Toronto, On, M8X 2X3

Mailing Address

Phone number

(866) 213-2036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,951
AUM (Assets Under Management)	$ 3,982,682,392

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
09/19/2025	Cover Page	Report
11/07/2024	Cover Page	Report
01/30/2024	Cover Page	Report
03/07/2023	Cover Page	Report

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. Strymecki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CARDINAL POINT WEALTH MANAGEMENT

CARDINAL POINT WEALTH MANAGEMENT

CARDINAL POINT WEALTH MANAGEMENT, LLC

CARDINAL POINT WEALTH MANAGEMENT

Primary Firm SEC Registration

CARDINAL POINT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

Current Firm

CARDINAL POINT WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CARDINAL POINT WEALTH MANAGEMENT

TRUST BUT VERIFY

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