Jennifer A. Nielsen

TIMPANOGOS FINANCIAL ADVISORS

Orem, UT 84057

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CRD#: 6942252

Professional summary

Jennifer Anne Nielsen, CFP®, who also goes by Jennifer Anne Hart, is a registered financial advisor currently at TIMPANOGOS FINANCIAL ADVISORS, INC. located in Orem, Utah.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jennifer has worked at 2 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Anne Hart

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.

Receive rental income as a landlord from an apartment in my home. Start date: 2/7/22, approx. 1-2 hrs/mo, none during mkt hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Nielsen'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: 2021

Experience

Current

November 16, 2023 - Present

TIMPANOGOS FINANCIAL ADVISORS, INC.

Office #1: 821 North 900 West Suite 304, Orem, UT 84057

RIA

CRD#: 328166

Orem, UT

Past

February 1, 2022 - November 16, 2023

SPC

RIA

CRD#: 110692

Orem, UT

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

Utah
(11/16/2023)

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

General Industry/Product Exam

SIE

Date: 1/14/2022

Securities Industry Essentials Examination

Current Firm

TIMPANOGOS FINANCIAL ADVISORS, INC.

CRD#: 328166 / SEC#:

Utah

Registered Investment Advisory firm - (11/16/2023 Approved)

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Contact information

Main Address

821 North 900 West Suite 304, Orem, UT 84057

Mailing Address

Phone number

(801) 607-5670

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	435
AUM (Assets Under Management)	$ 79,000,000

Red Flags

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

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Jennifer A. Nielsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Nielsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIMPANOGOS FINANCIAL ADVISORS, INC.

SPC

State Registrations and Notice Filings

Exams

SIE

Date: 1/14/2022

Current Firm

TIMPANOGOS FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIMPANOGOS FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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