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Jersey City, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| NY | RA | APPROVED | 2021-11-24 |
| NJ | RA | APPROVED | 2021-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jenna Vanleeuwen | New York | NY | 09/2016 | 04/2017 |
| Outlook Wealth Advisors | Houston | TX | 03/2016 | 09/2016 |
| Element Financial Group | New York | NY | 04/2017 | 07/2020 |
| Jenna Vanleeuwen | Jersey City | NJ | 08/2020 | 04/2021 |
| Aligning Wealth Llc | Jersey City | NJ | 04/2021 | Present |
Jenna VanLeeuwen is an independently contracted paraplanner for Core Planning. This activity accounts for approximately 20 hours of her time per month during trading hours. This activity is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-16 |
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