Jennifer Rebecca Failla

Employer firm

Strada Wealth Management, LLC CRD 167718

$30.9M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• FAMILY MARITAL MATTER CONSULTING

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

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

Current Employers

Employment History

• 08/2008 → Present
  Strada Wealth Management, Llc
  Austin, TX

Previous Registrations

• 2008-10-02 → 2014-03-17
  Grove Point Investments, Llc
  Rockville, MD
  Miami, FL
  Austin, TX
• 2011-09-28 → 2012-11-09
  Bryant & Brannock, Llc.
  Miami, FL
  Austin, TX
• 2007-01-30 → 2008-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-01-29

Designations

• Certified Financial Planner