Jennifer Claire Statler

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2012 → Present
  Chaparral Christian Church
  Scottsdale, AZ
• 01/2018 → 01/2021
  Blakeman & Associates
  Scottsdale, AZ
• 01/2016 → 02/2022
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → 06/2022
  Five Point Wealth Advisors
  Scottsdale, AZ
• 02/2022 → 06/2022
  Commonwealth Financial Network
  Waltham, MA
• 01/2021 → 02/2022
  Five Point Wealth Advisors
  Scottsdale, AZ
• 06/2022 → 08/2024
  Commonwealth Financial Network
  Waltham, MA
• 06/2022 → 08/2024
  Gale Investment Management
  Port Townsend, WA
• 08/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 08/2024 → Present
  Gale Investment Management Partnered With Wealthmark
  Port Townsend, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-26
• S63 Uniform Securities Agent State Law Examination
  2018-12-22

Designations

• Certified Financial Planner