AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jennifer Boodt

EXCHANGE STREET CAPITAL
SPRING LAKE, MI 49456
Some features on this profile are disabled
CRD#: 8018225
JB

Professional summary

Jennifer Boodt, who also goes by Jennifer Oosting, is a registered financial advisor currently at EXCHANGE STREET CAPITAL located in Spring Lake, Michigan.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jennifer has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Oosting

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.
CreativeTherapy; Non-Investment related; 16281 144th Ave, Spring Lake, MI 49456; Craft/art sales; Owner, founder, artist; Started 03/2024; 4 hrs per month devoted; 0 hr per month devoted during trading; Duties include craft making and shipping product.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Boodt'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®
None

Experience

Current

January 3, 2025 - Present

EXCHANGE STREET CAPITAL

Office #1: 102 E. Exchange Street, Spring Lake, MI 49456
RIA
CRD#: 333360
SPRING LAKE, MI

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
Michigan
(1/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2024
Securities Industry Essentials Examination

Current Firm

ES
EXCHANGE STREET CAPITAL
EXCHANGE STREET CAPITAL | EXCHANGE STREET CAPITAL LLC

CRD#: 333360 / SEC#:

Michigan
Registered Investment Advisory firm - (1/2/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
102 E. Exchange Street, Spring Lake, MI 49456
Mailing Address
Phone number
(616) 223-4616
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

EXCHANGE STREET CAPITAL

CRD#: 333360Spring Lake, MI 49456

TRUST BUT VERIFY

Monitor Jennifer Boodt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
Dean Edwin Moberg
Dean MobergAdvisorCheck Check Mark
SOUND TRUST WEALTH ADVISORS, LLC
IAR
RR
Westport, CT
Chad William Lawyer
Chad LawyerAdvisorCheck Check Mark
LIFE STRATEGY PARTNERS
IAR
TUCSON, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.