Jennifer Alana Bolan
Professional Summary
Jennifer Alana Bolan, who also goes by Jennifeer Alana Bolan, Jennifer Alana Morgan, Jennifer Alana Richards, Jennifer Alana Safer, was a registered financial advisor. Jennifer was a previously registered financial professional and started their career in finance 2018 - 2021. Jennifer had 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
Jennifeer Alana Bolan, Jennifer Alana Morgan, Jennifer Alana Richards, Jennifer Alana Safer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
CAPITAL TRUST WEALTH ADVISORS, LLC | CAPWEALTH ADVISORS, LLC
Contact Information
Main Address
4031 Aspen Grove Drive Suite 600, Franklin, TN 37067Phone Number
(615) 778-0740# of Employees
19Regulatory Assets Under Management
Total Number of Accounts
2,798AUM (Assets Under Management)
$2,030,847,981Similar Advisors
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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
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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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