Jennifer Megan Scherer

Employer firm

Optivise Advisory Services LLC CRD 301764

$288M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2013 → 01/2021
  Scottrade
  Spring Hill, FL
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Spring Hill, FL
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → Present
  Optivise Advisory Services
  Franklin, TN
• 01/2021 → Present
  Compass Wealth Group
  Spring Hill, FL

Previous Registrations

• 2018-02-28 → 2021-01-11
  Td Ameritrade, Inc.
  Spring Hill, FL
  Tampa, FL
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Spring Hill, FL
• 2017-08-10 → 2018-02-26
  Scottrade Investment Management
  Spring Hill, FL

Other Businesses

Name: The Crafting Company, Role: President, Type: Retail Sales, Start Date: 08/15/2020, Investment Related?: No, Address: 17807 Garsalaso Cir, Brooksville, FL 34604, Number of Hours/Mo: 15, Duties: Create the personalized designs requested by consumers, sell and ship them.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-07
• S63 Uniform Securities Agent State Law Examination
  2013-09-30

Other Names

• Jenny Megan Mongelluzzo
• Jen Megan Mongelluzzo
• Jennifer M Scherer
• Jennifer M Mongelluzzo
• Jennifer Megan Mongelluzzo