Jennifer E. Leong, CFP® CIMA®

Director, Wealth Advisory at BakerAvenue Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Apr, 2023
    - Nov, 2024
  • Certified Investment Management Analyst®
    Investments & Wealth Institute
    Sep, 2016
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Aug, 2014
    - Nov, 2024
  • FSA Level I
    SASB – Sustainability Accounting Standards Board

Experience

  • BakerAvenue Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Wealth Advisory
      • Dec 2020 - Present

      Guiding clients through personal and professional transitions with values-based strategies Guiding clients through personal and professional transitions with values-based strategies

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2018 - Dec 2020

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2008 - Mar 2018

Education

  • The Wharton School
    Certified Investment Management Analyst®, CIMA®
    2015 - 2016
  • College for Financial Planning
    CERTIFIED FINANCIAL PLANNER™, CFP®
    2012 - 2014
  • George Mason University
    Bachelor's Degree, Finance
    2002 - 2007

Community

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