Best Investors Account Sign in
Current Employers
Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-09-22
  • CO RA
    APPROVED
    Since 2022-09-22

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

5610 Ward Rd, #300, Arvada, CO 80002 • United States

Walsh Financial Solutions, Llc

5610 Ward Rd, Ste 300, Arvada, CO 80002 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2008-05-31
  • CO RA
    APPROVED
    Since 2008-05-31

Branch Locations

5610 Ward Rd, Ste 300, Arvada, CO 80002 • 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
Lpl Financial, Llc Lakewood CO 06/2003 09/2022
Walsh Financial Solutions, Llc Arvada CO 06/2008 Present
Vanderbilt Securities Woodbury NY 09/2022 Present
Vanderbilt Advisory Securities Woodbury NY 09/2022 Present
Previous Registrations
  • 2005-01-11 → 2022-09-29
    Greenwood Village, CO
    Lakewood, CO
    Golden, CO
    Golden, CO
    Golden, CO
    Lakewood, CO
    Englewood, CO
Other Businesses

1) Fixed Insurance Sales. Not investment related. Start date: 2/17/2005. Address: 5610 Ward Rd, Ste 300, Arvada CO, 80002. & 9200 E. Mineral Ave, Centennial, CO 80112. Title: Insurance Broker or Agent. Duties: Provide fixed (non-variable) insurance recommendations and products to clients. Time spent during regular hours: 5%. 2) DBA - Walsh Financial Solutions. Investment related. Start date: 12/2/2004. Address: 5610 Ward Rd, Ste 300, Arvada CO, 80002. & 9200 E. Mineral Ave, Centennial, CO 80112. Title: President and Financial Planner. Duties: Provide financial, securities, and investment advice, recommendations, and products to clients. Time spent during regular hours: 55%.   3) Registered Investment Adviser - Walsh Financial Solutions. Investment related. Start date: 6/3/2008. Address: 5610 Ward Rd, Ste 300, Arvada CO, 80002. & 9200 E. Mineral Ave, Centennial, CO 80112. Title: President, Chief Compliance Officer, and Investment Adviser Representative. Duties: Provide modular and comprehensive financial advice and planning to clients. Time spent during regular hours: 40%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-10
  • S66 Uniform Combined State Law Examination
    2005-01-10
Designations
Other Names
  • Jennefer Macken
  • Jennefer L Macken

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodbury, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor