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Jennifer L Doak

Wealthgen Advisors, LLC

Sarasota, FL

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Current Employers
Wealthgen Advisors, Llc

1239 N Gulfstream Ave. Suite 4, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-22
  • FL RA
    APPROVED
    Since 2026-05-22

Branch Locations

1239 N Gulfstream Ave. Suite 4, Sarasota, FL 34236 • 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
Charles Schwab & Co., Inc. Sarasota FL 04/2009 06/2020
Charles Schwab Bank Sarasota FL 11/2010 06/2020
Fidelity Brokerage Services Llc Sarasota FL 06/2020 06/2022
Wealthgen Advisors, Llc Sarasota FL 03/2026 Present
Self Sarasota FL 06/2022 03/2026
  • 04/2009 → 06/2020
    Charles Schwab & Co., Inc.
    Sarasota, FL
  • 11/2010 → 06/2020
    Charles Schwab Bank
    Sarasota, FL
  • 06/2020 → 06/2022
    Fidelity Brokerage Services Llc
    Sarasota, FL
  • 03/2026 → Present
    Wealthgen Advisors, Llc
    Sarasota, FL
  • 06/2022 → 03/2026
    Self
    Sarasota, FL
Previous Registrations
  • 2020-07-01 → 2022-06-15
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
  • 2009-12-14 → 2020-06-23
    Charles Schwab & Co., Inc.
    St. Petersburg, FL
    Richfield, OH
    Columbus, OH
    Richfield, OH
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-11
  • S66 Uniform Combined State Law Examination
    2009-12-11
Designations
Other Names
  • Jennifer Loran Horval
  • Jennifer L Doak
  • Jennifer Doak

View on SEC IAPD

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