Jennifer L. Marx
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Lau Belz Marx, who also goes by Jennifer Lau Blez, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2022. Jennifer had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 5, 2023 - January 27, 2025
PRIORITY FINANCIAL PARTNERS
May 27, 2022 - December 8, 2023
PARTNER FINANCIAL
State Registrations and Notice Filings
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Current Firm
PRIORITY FINANCIAL PARTNERS
CRD#: 165806 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 310 |
| AUM (Assets Under Management) | $ 88,015,944 |
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.
