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Jennifer Suzzane Bush

Intentional Wealth Partners

Cleveland, OH

San Jose, CA

CRD 4730785

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Employer firm

Intentional Wealth Partners CRD 286157

$60.1M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

More in Cleveland, OH

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