Jennifer Marie Foster
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jennifer Foster
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
FINANCIAL PLANNING COUNSELORS, INC. | SMARTPLAN INVESTING
Contact Information
Main Address
14255 Us Highway 1 Suite 240, Juno Beach, FL 33408Phone Number
(561) 744-9516# of Employees
4Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Marie Foster's CRS (Customer Relationship Summary).
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