Jennifer A. Hall

LANGE FINANCIAL GROUP

Pittsburgh, PA 15217

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CRD#: 7425192

Professional summary

Jennifer Ann Hall, CFP®, who also goes by Jennifer A Hall, Jennifer A Jaso, Jennifer A Randolph, is a registered financial advisor currently at LANGE FINANCIAL GROUP, LLC located in Pittsburgh, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jennifer has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer A Hall | Jennifer A Jaso | Jennifer A Randolph

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.

1. Pittsburgh CPA Services, PLLC, 1704 Sturbridge Drive, Sewickley, PA. Start Date: 01/2021. Title: Owner/Member. Prepare individual tax returns for family and friends. The total amount of hours spent during tax season: approximately 30 hours (January-April). Outside of tax season, little to no hours. Non investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Hall'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: 2016

Experience

Current

October 5, 2021 - Present

LANGE FINANCIAL GROUP, LLC

Office #1: 2200 Murray Avenue, Pittsburgh, PA 15217

RIA

CRD#: 118684

Pittsburgh, PA

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

Arizona
(5/21/2024)

IAR

Pennsylvania
(10/5/2021)

IAR

Texas
(11/21/2023)

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

Current Firm

LANGE FINANCIAL GROUP, LLC

CRD#: 118684 / SEC#:

Arizona

Registered Investment Advisory firm - (2/3/2021 Approved)

Florida

Registered Investment Advisory firm - (9/13/2022 Approved)

New York

Registered Investment Advisory firm - (6/15/2006 Approved)

Ohio

Registered Investment Advisory firm - (8/25/2005 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/17/2002 Approved)

Texas

Registered Investment Advisory firm - (10/22/2024 Approved)

Virginia

Registered Investment Advisory firm - (1/9/2006 Approved)

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Contact information

Main Address

2200 Murray Avenue, Pittsburgh, PA 15217

Mailing Address

Phone number

(412) 521-2732

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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