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JS

Jennifer K. Stein

Some features on this profile are disabled
CRD#: 6667383
JS

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 Kamen Stein, CFP®, who also goes by Jennifer Kamen Matev, Jennifer Matev, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2017. Jennifer had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Kamen Matev | Jennifer Matev

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.
1)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - PRIEBE WEALTH - INVESTMENT RELATED - MAPLE GROVE, MN 55311 2)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - WEALTH COMPASS - INVESTMENT RELATED - MAPLE GROVE, MN 55311 3)10/2020 - BUSINESS OWNER - JEN KAMEN PHOTOGRAPHY, LLC - 10HR/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - MAPLE GROVE, MN 55311 4) 12/3/2020 - Priebe Wealth Holdings, LLC DBA Magnetic North Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Start Date: 11/16/2020 - 160 Hours Per Month/6 Hours During Securities Trading. 5) 12/3/2020 - Priebe Wealth Holdings, LLC DBA Magnetic North Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 11/16/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Priebe Wealth Holdings LLC, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 08/02/2022 - Priebe Wealth Holdings - DBA: Magnetic North Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 08/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 7) 03/2022 - PRIEBE TAX AND ACCOUNTING LLC - ADMINISTRATIVE ASSISTANT - Not Investment Related - Maple Grove MinnesotaUnited States

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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

Experience

Past

March 10, 2021 - March 21, 2023

MAGNETIC NORTH ADVISORS

RIA
CRD#: 309628
MAPLE GROVE, MN
Past

November 25, 2020 - March 16, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
MAPLE GROVE, MN
Past

October 31, 2018 - November 19, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BLOOMINGTON, MN
Past

June 1, 2018 - November 19, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BLOOMINGTON, MN
Past

April 25, 2017 - July 19, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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: 10/31/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/11/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2017
General Securities Representative Examination

Current Firm

MN
MAGNETIC NORTH ADVISORS
MAGNETIC NORTH ADVISORS | PRIEBE WEALTH HOLDINGS, LLC | PRIEBE WEALTH | MAGNETIC NORTH TAX & ACCOUNTING

CRD#: 309628 / SEC#: 801-119662

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Contact information

Main Address
6900 Wedgwood Road N Suite 465, Maple Grove, MN 55311
Mailing Address
Phone number
(763) 543-3803
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE - MAGNETIC NORTH ADVISORS (2/21/2025)
DISCLOSURE BROCHURE FOR PRIEBE WEALTH (2/21/2025)

Regulatory assets under management

Total Number of Accounts1,580
AUM (Assets Under Management)$ 480,759,306

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.

Company Information

MAGNETIC NORTH ADVISORS

CRD#: 309628

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