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Jennifer Lynne Ulmer

Jennifer L. Ulmer

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CRD#: 6665267
Jennifer Lynne Ulmer

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 Lynne Ulmer, CFP®, who also goes by Jennifer Ulmer, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2019. Jennifer had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Generation X
Millennials
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
No

Aliases

Jennifer Ulmer

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.
Name: Christensen's Clockworks, Inc. Investment-related: No. Address: 230 Geneva Drive, Oviedo, FL 32765. Nature of business: clock repair/sales. Position/Title: bookkeeper. Start date: 1/2013. Approximate hours per month: 4. Approximate securities trading hours per month: 0. Duties: bookkeeping, monthly/quarterly tax reporting, payroll, account payable/receivable, reconciliation.

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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Past

October 1, 2024 - November 30, 2024

LEVELED WEALTH, LLC

RIA
CRD#: 332609
OVIEDO, FL
Past

May 26, 2021 - June 21, 2024

BALLAST POINT FINANCIAL PLANNING, LLC

RIA
CRD#: 283295
ORLANDO, FL
Past

September 25, 2019 - March 15, 2021

TRIAD ADVISORS LLC

BD
CRD#: 25803
Orlando, FL

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/26/2019
Securities Industry Essentials Examination

Current Firm

LW
LEVELED WEALTH, LLC
LEVELED WEALTH, LLC

CRD#: 332609 / SEC#:

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Contact information

Main Address
Oviedo, FL
Mailing Address
Po Box 620035, Oviedo, FL 32762-0035
Phone number
(407) 494-3563
Established
Firm type
Fiscal year end
# of Employees
1

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.

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Company Information

LEVELED WEALTH, LLC

CRD#: 332609

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