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Jennifer Vandusseldorp

Tru Independence Asset Management 2, LLC

Littleton, CO

Portland, OR

CRD 7250146

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Employer firm

Tru Independence Asset Management 2, LLC CRD 309098

$265M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Tru Independence Asset Management 2, Llc

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-24
  • CO RA
    APPROVED
    Since 2026-06-24

Branch Locations

Littleton, CO • United States

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • 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
Fidelity Investments Centennial CO 04/2020 03/2021
Shine Investments Lone Tree CO 03/2017 09/2019
Unemployed Centennial CO 10/2016 02/2017
Western Union Englewood CO 04/2012 09/2016
Unemployed Centennial CO 09/2019 03/2020
Prime Capital Investment Advisors, Llc Denver CO 03/2021 01/2022
Computershare / Newrez Littleton CO 01/2022 01/2025
R. Kent Harris & Assoicates Greenwood Village CO 02/2025 06/2026
Tru Independence Asset Management 2 Dba Merit Wealth Management Portland OR 06/2026 Present
  • 04/2020 → 03/2021
    Fidelity Investments
    Centennial, CO
  • 03/2017 → 09/2019
    Shine Investments
    Lone Tree, CO
  • 10/2016 → 02/2017
    Unemployed
    Centennial, CO
  • 04/2012 → 09/2016
    Western Union
    Englewood, CO
  • 09/2019 → 03/2020
    Unemployed
    Centennial, CO
  • 03/2021 → 01/2022
    Prime Capital Investment Advisors, Llc
    Denver, CO
  • 01/2022 → 01/2025
    Computershare / Newrez
    Littleton, CO
  • 02/2025 → 06/2026
    R. Kent Harris & Assoicates
    Greenwood Village, CO
  • 06/2026 → Present
    Tru Independence Asset Management 2 Dba Merit Wealth Management
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-31
  • S63 Uniform Securities Agent State Law Examination
    2020-07-31
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Jean Cover
  • Jennifer Jean Ogarek
  • Jennifer Ogarek
  • Jennifer Jean Vandusseldorp

View on SEC IAPD

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