Jennifer A. Swindler

MONEY ILLUSTRATED ADVISORY SERVICES

BLUFFDALE, UT

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CRD#: 7520540

Professional summary

Jennifer Ashley Swindler, CFP®, who also goes by Jen Swindler, Jennifer Lee Swindler, is a registered financial advisor currently at MONEY ILLUSTRATED ADVISORY SERVICES located in Bluffdale, Utah.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jen Swindler | Jennifer Lee Swindler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Swindler'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

September 16, 2024 - Present

MONEY ILLUSTRATED ADVISORY SERVICES

RIA

CRD#: 331596

BLUFFDALE, UT

Past

April 7, 2022 - May 13, 2024

VINCERE WEALTH MANAGEMENT, LLC

RIA

CRD#: 293852

BLUFFDALE, 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

Texas
(1/23/2025)

IAR

Utah
(9/16/2024)

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

MONEY ILLUSTRATED ADVISORY SERVICES

MONEY ILLUSTRATED ADVISORY SERVICES | MONEY ILLUSTRATED, LLC

CRD#: 331596 / SEC#:

Texas

Registered Investment Advisory firm - (1/16/2025 Conditional Restricted)

Utah

Registered Investment Advisory firm - (9/16/2024 Approved)

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Contact information

Main Address

Bluffdale, UT

Mailing Address

Phone number

(801) 712-8080

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 46,300

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.

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Jennifer A. Swindler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Swindler's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY ILLUSTRATED ADVISORY SERVICES

VINCERE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

MONEY ILLUSTRATED ADVISORY SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONEY ILLUSTRATED ADVISORY SERVICES

TRUST BUT VERIFY

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