Jennifer L. Strymecki

TRANSITION FINANCIAL ADVISORS GROUP

GILBERT, AZ 85295

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CRD#: 6530985

Professional summary

Jennifer Louise Strymecki, who also goes by Jennifer Libramonte, Jennifer Strymecki, is a registered financial advisor currently at TRANSITION FINANCIAL ADVISORS GROUP, LLC located in Gilbert, Arizona.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jennifer has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Libramonte | 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Louise Strymecki'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®

None

Experience

Current

November 23, 2025 - Present

TRANSITION FINANCIAL ADVISORS GROUP, LLC

Office #1: 2487 S. Gilbert Road 106-618, Gilbert, AZ 85295

RIA

CRD#: 116089

GILBERT, AZ

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".

TRANSITION FINANCIAL ADVISORS GROUP, LLC

TRANSITION FINANCIAL ADVISORS GROUP, INC. | TRANSITION FINANCIAL ADVISORS GROUP, LLC

CRD#: 116089 / SEC#: 801-113459

RIA

Registered Investment Advisory firm - (6/14/2018 Approved)

Arizona

Registered Investment Advisory firm - (2/14/2019 Terminated)

Florida

Registered Investment Advisory firm - (2/14/2019 Terminated)

Texas

Registered Investment Advisory firm - (2/14/2019 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.

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

Arizona
(1/8/2026)

IAR

Florida
(12/12/2025)

IAR

New Jersey
(12/26/2025)

IAR

Texas
(11/23/2025)

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

TRANSITION FINANCIAL ADVISORS GROUP, LLC

TRANSITION FINANCIAL ADVISORS GROUP, INC. | TRANSITION FINANCIAL ADVISORS GROUP, LLC

CRD#: 116089 / SEC#: 801-113459

RIA

Registered Investment Advisory firm - (6/14/2018 Approved)

Arizona

Registered Investment Advisory firm - (2/14/2019 Terminated)

Florida

Registered Investment Advisory firm - (2/14/2019 Terminated)

Texas

Registered Investment Advisory firm - (2/14/2019 Terminated)

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Contact information

Main Address

Gilbert, AZ

Mailing Address

2487 S. Gilbert Road Suite 106-618, Gilbert, AZ 85295-2835

Phone number

(480) 722-9414

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 261,482,689

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) - RIA

Click below to view Jennifer Louise Strymecki's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSITION FINANCIAL ADVISORS GROUP, LLC

CARDINAL POINT WEALTH MANAGEMENT

CARDINAL POINT WEALTH MANAGEMENT

CARDINAL POINT WEALTH MANAGEMENT, LLC

CARDINAL POINT WEALTH MANAGEMENT

Primary Firm SEC Registration

TRANSITION FINANCIAL ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

Current Firm

TRANSITION FINANCIAL ADVISORS GROUP, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRANSITION FINANCIAL ADVISORS GROUP, LLC

TRUST BUT VERIFY

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