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Jennifer Lyn Handford

Commonwealth Financial Network

Warrenton, VA

CRD 3116928

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2002-12-03
  • VA RA
    APPROVED
    Since 2002-12-03

Branch Locations

28 Blackwell Park Lane, Warrenton, VA 20186 • 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
Commonwealth Financial Network Waltham MA 11/2002 Present
Handford Financial Strategies Warrenton VA 11/2002 Present
Previous Registrations
  • 2002-04-05 → 2002-11-29
    The Advisors Group, Inc.
    Bethesda, MD
Other Businesses

Jen Book LLC, owner of private entity created for writing novels, not conducted at branch, not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-11
S63 Uniform Securities Agent State Law Examination 1998-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-03-11
  • S63 Uniform Securities Agent State Law Examination
    1998-12-17
Other Names
  • Jennifer Lyn Pennell

View on SEC IAPD

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