Jennifer Jill Vargas

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2001 → 11/2023
  Commonwealth Financial Network
  Waltham, MA
• 12/2001 → Present
  Q4 Insurance & Financial Services, Inc.
  Ridgecrest, CA
• 11/2023 → Present
  Parkland Securities
  Ann Arbor, MI
• 11/2023 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2018-08-03 → 2023-11-02
  Commonwealth Financial Network
  Ridgecrest, CA
  Ridgecrest, CA

Other Businesses

1. Owner, Q4 Insurance & Financial Services, Inc.; Q4 WealthCare; a private entity established to facilitate securities, advisory, and insurance business; as of 3/24/2023; 100% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 04/27/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. California notary public, offering notary services. Start date: 2004, approx. 10-20 hrs/mo with 10% during mkt hrs. INV REL: N 4. Member of WACOM (Women's Auxiliary of the Commissioned Officers Mess), Ridgecrest, CA. Organization raises money for the Navy and Marine Corps Relief Society, as well as local non-profit organizations. Not an official board member but attend the meetings and receive board emails. Start date: 8/19/26, approx. 8 hrs/mo, none during mkt hrs. INV REL: N

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-11

Designations

• Chartered Financial Consultant

Other Names

• Jennifer Kuhlman
• Jennifer Jill Kuhlman