Jennifer M. Foster

SMARTPLAN INVESTING

JUNO BEACH, FL 33408

Some features on this profile are disabled

CRD#: 6836101

Professional summary

Jennifer Marie Foster, who also goes by Jennifer Foster, is a registered financial advisor currently at SMARTPLAN INVESTING located in Juno Beach, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Foster

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 Jennifer Marie Foster'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®

None

Experience

Current

August 8, 2017 - Present

SMARTPLAN INVESTING

Office #1: 14255 Us Highway 1 Suite 240, Juno Beach, FL 33408

RIA

CRD#: 141977

JUNO BEACH, FL

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

Florida
(8/8/2017)

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 65

Date: 7/20/2017

Uniform Investment Adviser Law Examination

Current Firm

SMARTPLAN INVESTING

FINANCIAL PLANNING COUNSELORS, INC. | SMARTPLAN INVESTING

CRD#: 141977 / SEC#:

Florida

Registered Investment Advisory firm - (7/18/2002 Approved)

Georgia

Registered Investment Advisory firm - (7/1/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408

Mailing Address

Phone number

(561) 744-9516

Established

Firm type

Fiscal year end

# of Employees

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer M. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Marie Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMARTPLAN INVESTING

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2017

Current Firm

SMARTPLAN INVESTING

Contact information

Documents

Red Flags

Company Information

SMARTPLAN INVESTING

TRUST BUT VERIFY

Similar Advisors