Jenna L. Nichol-fitzgerald

ANDERSON, CA 96007

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CRD#: 7961791

Professional summary

Jenna Lea Nichol-fitzgerald, who also goes by Jenna Lea Nichol, Jenna L Nichol-fitzgerald, was a registered financial advisor .

Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jenna had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenna Lea Nichol | Jenna L Nichol-Fitzgerald

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)HenleysMomPatterns; No; Red Bluff, CA; Craft Pattern Creator; Owner; 02/2024; 1/ HR MO; 0/ HR MO; Creating crochet patterns as pdfs and submitting them to Etsy for other crafters to purchase. (2) Jenna Nichol-Fitzgerald has an active insurance license but is not currently engaged in this activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 12, 2025 - Present

Office #1: 2807 Childress Drive, Anderson, CA 96007

ANDERSON, CA

Past

July 7, 2025 - October 22, 2025

MORRIS WEALTH MANAGEMENT

RIA

CRD#: 165662

ANDERSON, CA

Past

October 17, 2024 - July 7, 2025

EDWARD JONES

RIA

CRD#: 250

RED BLUFF, CA

Past

September 25, 2024 - July 7, 2025

EDWARD JONES

CRD#: 250

RED BLUFF, CA

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

California
(9/18/2025)

IAR

Texas
(9/12/2025)

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 66

Date: 10/15/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/25/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/27/2024

Securities Industry Essentials Examination

Current firm

No current employment

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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Jenna L. Nichol-fitzgerald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MORRIS WEALTH MANAGEMENT

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2024

Series 7TO

Date: 9/25/2024

SIE

Date: 8/27/2024

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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