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Jessica Ann Stanley

Rezny Wealth Management, Inc.

Aurora, IL

Fort Myers, FL

CRD 6046862

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Employer firm

Rezny Wealth Management, Inc. CRD 109638

$576M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Rezny Wealth Management, Inc.

5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-07-10
IL RA APPROVED 2012-06-25
  • FL RA
    APPROVED
    Since 2012-07-10
  • IL RA
    APPROVED
    Since 2012-06-25

Branch Locations

75 Executive Drive, Suite 325, Aurora, IL 60504 • United States

5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907 • 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
Rezny Wealth Management Naperville IL 12/2009 Present
  • 12/2009 → Present
    Rezny Wealth Management
    Naperville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-23
  • S65 Uniform Investment Adviser Law Examination
    2012-06-23

View on SEC IAPD

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