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Jennifer Lynn Stone

Modern Wealth Management, LLC

Boise, ID

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-10-18
TX RA APPROVED 2024-10-18
  • ID RA
    APPROVED
    Since 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

1405 W Main Street, Boise, ID 83702 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Petso Financial Consultants, Llc Boise ID 02/2001 10/2024
Mutual Securities, Inc. Camarillo CA 01/2016 12/2017
Modern Wealth Management, Llc Lenexa KS 10/2024 Present
  • 02/2001 → 10/2024
    Petso Financial Consultants, Llc
    Boise, ID
  • 01/2016 → 12/2017
    Mutual Securities, Inc.
    Camarillo, CA
  • 10/2024 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-09
  • S63 Uniform Securities Agent State Law Examination
    2001-11-09
Designations
Other Names
  • Jennifer Lynn Allen

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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