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Marguerite Jennings Beach

Marguerite J. Beach

NEXJENN FINANCIAL SERVICES
Naperville, IL
Some features on this profile are disabled
CRD#: 6743545
Marguerite Jennings Beach

Professional summary

Marguerite Jennings Beach, CFP®, who also goes by Maggie J Beach, Maggie Beach, Maggie Jennings, Marguerite Jennings, is a registered financial advisor currently at NEXJENN FINANCIAL SERVICES located in Naperville, Illinois.

Marguerite is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marguerite has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

College/Education Planning
Estate & Generational Planning Issues
Fixed Fee (Subscription
Retainer
etc.)
Middle Income Client Needs
Millennials
Real Estate Investments

Biography

After earning a B.S. in Business Administration at the University of Richmond, Maggie led tour groups to the former Soviet Union. Subsequently, she earned her MBA from George Mason University in Fairfax, VA where she consulted with small businesses before returning to her Midwest roots to raise her family. She began her career in accounting in 2009 when her youngest son started kindergarten, and was able to strike a work-life balance preparing tax returns remotely. She also found the time to enroll in accounting classes which led to getting her CPA in 2013, and later her CFP® certification. Since then, she has been a tax consultant with an emphasis on Real Estate taxation. Recently, Maggie and her sister formed a property management company to manage a portfolio of mixed use properties.

Question & Answer

What are your service offerings?
Elder Care
Comprehensive Financial Planni...
Retirement Income Management
Retirement Planning
Tax Planning
Life Transitions
Are you a "fiduciary"?
Yes

Aliases

Maggie J Beach | Maggie Beach | Maggie Jennings | Marguerite Jennings

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marguerite Jennings Beach's 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

Start date: 2019

Experience

Current

October 4, 2019 - Present

NEXJENN FINANCIAL SERVICES

RIA
CRD#: 305454
Naperville, IL
Past

April 28, 2017 - September 30, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
Mount Prospect, IL
Past

February 23, 2017 - September 30, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
Mount Prospect, IL

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
Illinois
(10/4/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/27/2017
Uniform Combined 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: 2/23/2017
General Securities Representative Examination

Current Firm

NEXJENN FINANCIAL SERVICES
NEXJENN FINANCIAL SERVICES
NEW VISION WEALTH MANAGEMENT | NEXJENN FINANCIAL SERVICES LLC | NEXJENN FINANCIAL SERVICES | NEW VISION WEALTH MANAGEMENT, LLC

CRD#: 305454 / SEC#:

Illinois
Registered Investment Advisory firm - (10/4/2019 Approved)
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Contact information

Main Address
Naperville, IL
Mailing Address
Phone number
(630) 300-5146
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 3,917,972

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

NEXJENN FINANCIAL SERVICES

NEXJENN FINANCIAL SERVICES

CRD#: 305454Naperville, IL

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