Jenny Rebecca Elstein

Employer firm

Talisman Wealth Advisors, LLC CRD 313283

$251M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 07/2017
  Prospera Financial Services
  Dallas, TX
• 07/2017 → 02/2020
  Lifeplan Group (Dba)
  Raleigh, NC
• 03/2020 → 11/2021
  Lpl Financial Llc
  Raleigh, NC
• 11/2021 → 08/2022
  Raymond James Financial Services Inc
  Raleigh, NC
• 11/2021 → 08/2022
  Raymond James Financial Services Advisors
  Raleigh, NC
• 08/2022 → Present
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Previous Registrations

• 2022-08-24 → 2024-06-26
  Ameriprise Financial Services, Llc
  Los Angeles, CA
  Los Angeles, CA
  Raleigh, NC
• 2021-11-16 → 2022-08-30
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 2020-10-06 → 2021-11-24
  Lpl Financial Llc
  Raleigh, NC
• 2017-09-13 → 2020-03-27
  Lifeplan Group
  Raleigh, NC
• 2015-04-09 → 2017-07-13
  Prospera Financial Services, Inc.
  Dallas, TX
  Raleigh, NC
• 2011-08-29 → 2015-04-06
  Principal Securities, Inc.
  Raleigh, NC
  Des Moines, IA
  Raleigh, NC
• 2006-02-21 → 2009-12-31
  Principal Securities, Inc.
  Raleigh, NC
• 2004-09-20 → 2006-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Durham, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-29
• S65 Uniform Investment Adviser Law Examination
  2004-09-17

Other Names

• Jenny R Conover
• Jenny Rebecca Conover