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Jennifer Suzzane Bush

Intentional Wealth Partners

Cleveland, OH

San Jose, CA

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Current Employers
Intentional Wealth Partners

7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-06
CA RA APPROVED 2025-12-08
OH RA APPROVED 2025-12-08
  • FL RA
    APPROVED
    Since 2026-08-06
  • CA RA
    APPROVED
    Since 2025-12-08
  • OH RA
    APPROVED
    Since 2025-12-08

Branch Locations

7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States

San Jose, CA • 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
Johnson Lyman Wealth Advisors Los Altos CA 07/2015 10/2021
Mainstreet Financial Planning, Inc. Burlingame CA 11/2021 11/2025
Great Lakes Inv Mgmt, Llc D/B/A Intentional Wealth Partners San Jose CA 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-19
S63 Uniform Securities Agent State Law Examination 2004-02-20
  • S65 Uniform Investment Adviser Law Examination
    2006-12-19
  • S63 Uniform Securities Agent State Law Examination
    2004-02-20
Designations

View on SEC IAPD

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