Jennifer C. Wilson

MCNAUGHTON WEALTH MANAGEMENT

San Diego, CA 92122

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CRD#: 6707186

Professional summary

Jennifer Corinne Wilson, CFP®, who also goes by Jennifer Corinne Chavers, Jennifer Corinne Gentile, is a registered financial advisor currently at MCNAUGHTON WEALTH MANAGEMENT, LLC located in San Diego, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jennifer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Corinne Chavers | Jennifer Corinne Gentile

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.

Ms. Corinne Wilson has an active insurance license. However, no insurance business is currently being done by Ms. Corinne Wilson.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Corinne Wilson'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®

CFP^®

Certified Financial Planner

Experience

Current

April 10, 2019 - Present

MCNAUGHTON WEALTH MANAGEMENT, LLC

Office #1: 3655 Nobel Drive, Suite 490, San Diego, CA 92122

RIA

CRD#: 300330

San Diego, CA

Past

March 28, 2017 - April 10, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN DIEGO, CA

Past

January 1, 2017 - April 10, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN DIEGO, CA

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".

MCNAUGHTON WEALTH MANAGEMENT, LLC

DOUBLE PEAK FINANCIAL, LLC | MCNAUGHTON WEALTH MANAGEMENT, LLC | MCNAUGHTON WEALTH MANAGEMENT

CRD#: 300330 / SEC#: 801-114983

RIA

Registered Investment Advisory firm - (4/9/2019 Approved)

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

California
(4/10/2019)

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 66

Date: 3/24/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2016

General Securities Representative Examination

Current Firm

MCNAUGHTON WEALTH MANAGEMENT, LLC

DOUBLE PEAK FINANCIAL, LLC | MCNAUGHTON WEALTH MANAGEMENT, LLC | MCNAUGHTON WEALTH MANAGEMENT

CRD#: 300330 / SEC#: 801-114983

RIA

Registered Investment Advisory firm - (4/9/2019 Approved)

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Contact information

Main Address

3655 Nobel Drive Suite 490, San Diego, CA 92122

Mailing Address

Phone number

(858) 693-2310

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/10/2025)

FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	875
AUM (Assets Under Management)	$ 243,008,045

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 C. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Corinne Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCNAUGHTON WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MCNAUGHTON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/30/2016

Current Firm

MCNAUGHTON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCNAUGHTON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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