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Jennifer Louise Gugliemotto

Jennifer L. Gugliemotto

SAVVY
Columbus, OH
Some features on this profile are disabled
CRD#: 7057465
Jennifer Louise Gugliemotto

Professional summary

Jennifer Louise Gugliemotto, who also goes by Jennifer Louise Carl, Jennifer L Gugliemotto, Jennifer Gugliemotto, is a registered financial advisor currently at SAVVY located in Columbus, Ohio.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jennifer has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Louise Carl | Jennifer L Gugliemotto | Jennifer Gugliemotto

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.
Rental Property. Not investment-related. Columbus, OH. Owner. 06/01/2025. 2 hours/month. Owner of a duplex; the side not lived in is rented.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Louise Gugliemotto's CRS (Customer Relationship Summary).
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

October 11, 2025 - Present

SAVVY

RIA
CRD#: 318493
Columbus, OH
Past

July 5, 2024 - September 18, 2025

EDWARD JONES

RIA
CRD#: 250
GAHANNA, OH
Past

July 5, 2024 - September 18, 2025

EDWARD JONES

BD
CRD#: 250
GAHANNA, OH
Past

January 8, 2024 - July 17, 2024

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
Dublin, OH
Past

January 6, 2024 - July 17, 2024

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
Dublin, OH
Past

April 9, 2019 - April 13, 2023

EDWARD JONES

RIA
CRD#: 250
WESTERVILLE, OH
Past

March 14, 2019 - April 13, 2023

EDWARD JONES

BD
CRD#: 250
WESTERVILLE, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

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
Ohio
(10/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/6/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/14/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/16/2019
Securities Industry Essentials Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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.

Company Information

SAVVY

CRD#: 318493Columbus, OH

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