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Jenna Vanleeuwen

Aligning Wealth

Jersey City, NJ

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Current Employers
Aligning Wealth

Jersey City, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-16
NY RA APPROVED 2021-11-24
NJ RA APPROVED 2021-08-16
  • TX RA
    APPROVED_RES
    Since 2022-08-16
  • NY RA
    APPROVED
    Since 2021-11-24
  • NJ RA
    APPROVED
    Since 2021-08-16

Branch Locations

Jersey City, NJ • 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
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
  • 09/2016 → 04/2017
    Jenna Vanleeuwen
    New York, NY
  • 03/2016 → 09/2016
    Outlook Wealth Advisors
    Houston, TX
  • 04/2017 → 07/2020
    Element Financial Group
    New York, NY
  • 08/2020 → 04/2021
    Jenna Vanleeuwen
    Jersey City, NJ
  • 04/2021 → Present
    Aligning Wealth Llc
    Jersey City, NJ
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-16
  • S65 Uniform Investment Adviser Law Examination
    2015-11-16
Designations
Other Names
  • Jenna Rae Puckett
  • Jenna Rae Vanleeuwen

View on SEC IAPD

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