Jennifer Lynne Ulmer
CFP®Professional Summary
Jennifer Lynne Ulmer, CFP®, who also goes by Jennifer Ulmer, was a registered financial advisor. Jennifer was a previously registered financial professional and started their career in finance 2019 - 2024. Jennifer had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
Specializations
Biography
Jennifer is a native Floridian and currently resides in Oviedo, a small suburb of Orlando. In her spare time, you will find her cheering on Orlando City Soccer Club and UCF Football, and being outdoors enjoying all that Florida has to offer.
Other Aliases
Jennifer Ulmer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
LEVELED WEALTH, LLC
Contact Information
Main Address
Oviedo, FLMailing Address
Po Box 620035, Oviedo, FL 32762-0035Phone Number
(407) 494-3563# of Employees
1Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Jennifer
- Tax Planning
- Financial Planning
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