Jennifer S. Macedo

FRONT STREET FINANCIAL

LAHAINA, HI

Some features on this profile are disabled

CRD#: 7033861

Professional summary

Jennifer Sue Macedo Mrs., CFP®, who also goes by Jennifer Sue Guilliom Ms., is a registered financial advisor currently at FRONT STREET FINANCIAL located in Lahaina, Hawaii.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jennifer has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Serves: Business Owners & Entrepreneurs

Services Offered

Health Care & Long-Term Care Planning

Retirement Planning

Estate & Legacy Planning

Financial Planning

Business Services

Investment Management

Cashflow & Budgeting

Risk Management & Insurance

Tax Planning

Specializations

Financial Therapy

ESG & Impact Investing

Biography

Aloha! Jennifer Macedo founded Front Street Financial to guide women and their families through retirement and the complexities of investment management. Jennifer has lived on the west side of Maui in Lahaina, Hawaii for 25 years and has been in financial planning for a decade. Jennifer enjoys being able to help others and give back to her community. Besides retirement planning and investing she assists clients with sizeable purchase or sale decisions, tax strategy, estate planning, charitable giving, and business support services. She welcomes clients who live on Maui full-time, and part-time, along with others who just enjoy the idea of working with someone in Hawaii. Regardless of time zone, when working with Jennifer, you can expect to develop a close and personal connection. She’s someone you would call on to guide you over the tightrope of balancing life and the many decisions that determine your financial future.

Aliases

Jennifer Sue Guilliom Ms.

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.

Jennifer Macedo serves on the Board for the Guilliom Family Foundation, a family-owned nonprofit. This activity accounts for less than 1% of her time. This activity is not investment related. Jennifer Macedo owns Jennifer Macedo LLC. This activity accounts for less than 1% of her time. This activity is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Sue Macedo Mrs.'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: 2020

Experience

Current

June 8, 2021 - Present

FRONT STREET FINANCIAL

RIA

CRD#: 314908

LAHAINA, HI

Past

August 5, 2020 - May 3, 2021

EQUITY ADVISORS OF KENTUCKY INC

RIA

CRD#: 116398

Lahaina, HI

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

Hawaii
(6/8/2021)

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: 8/4/2020

Uniform Investment Adviser Law Examination

Current Firm

FRONT STREET FINANCIAL

FRONT STREET FINANCIAL | FRONT STREET FINANCIAL LLC

CRD#: 314908 / SEC#:

Hawaii

Registered Investment Advisory firm - (6/8/2021 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

Lahaina, HI

Mailing Address

Po Box 10806, Lahaina, HI 96761

Phone number

(808) 378-7808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 21,601,286

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer S. Macedo

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Sue Macedo Mrs.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FRONT STREET FINANCIAL

EQUITY ADVISORS OF KENTUCKY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2020

Current Firm

FRONT STREET FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FRONT STREET FINANCIAL

TRUST BUT VERIFY

Contact information

Similar Advisors