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Inactive

Jennifer Anne Proper

Pitcairn

Conshohocken, PA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-18
  • PA RA
    APPROVED
    Since 2025-04-18

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • 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
Wells Fargo Philadelphia PA 07/2015 06/2018
Abbot Downing Philadelphia PA 06/2018 02/2022
Pitcairn Trust Company Conshohocken PA 02/2022 12/2025
Pitcairn Wealth Advisors Conshohocken PA 04/2025 Present
  • 07/2015 → 06/2018
    Wells Fargo
    Philadelphia, PA
  • 06/2018 → 02/2022
    Abbot Downing
    Philadelphia, PA
  • 02/2022 → 12/2025
    Pitcairn Trust Company
    Conshohocken, PA
  • 04/2025 → Present
    Pitcairn Wealth Advisors
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-10
S63 Uniform Securities Agent State Law Examination 2000-05-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2000-05-08
Other Names
  • Jennifer Anne Grady
  • Jennifer Anne Proper
  • Jennifer Proper

View on SEC IAPD

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HAMILTON LANE

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STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK
JOHN EUGENE KANE
BRYAN CLYDE KILFOY
JOSEPH FRANCIS HORNIG
GREGORY BOSTON
STEVEN FLEISHER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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