Jenna Vanleeuwen
Professional summary
Jenna Vanleeuwen, CFP®, who also goes by Jenna Rae Puckett, Jenna Rae Vanleeuwen, is a registered financial advisor currently at ALIGNING WEALTH located in Jersey City, New Jersey.
Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jenna has worked at 4 firms and has passed the Series 65, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jenna Vanleeuwen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
August 16, 2021 - Present
ALIGNING WEALTH
March 31, 2020 - September 16, 2020
COMMONWEALTH FINANCIAL NETWORK
February 28, 2020 - September 16, 2020
COMMONWEALTH FINANCIAL NETWORK
March 12, 2019 - February 26, 2020
COMMONWEALTH FINANCIAL NETWORK
January 7, 2019 - February 26, 2020
COMMONWEALTH FINANCIAL NETWORK
May 20, 2016 - November 4, 2016
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
November 16, 2015 - March 25, 2016
YOUR RICHEST LIFE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/16/2021)
(11/24/2021)
(8/22/2022)
Exams
Current Firm
ALIGNING WEALTH
CRD#: 314838 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 1,734,996 |
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.
