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Jennifer Suzanne Ryan

Waverly Advisors, LLC

Merrillville, IN

Birmingham, AL

CRD 7011440

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Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-11
IN RA APPROVED 2024-01-11
TX RA APPROVED 2024-01-11
  • IL RA
    APPROVED
    Since 2024-01-11
  • IN RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED
    Since 2024-01-11

Branch Locations

101 East 90Th Drive Suite A, Merrillville, IN 46410 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Full Time Education West Lafayette IN 08/2014 05/2018
Purdue University West Lafayette IN 08/2015 05/2017
Mindy Deno State Farm Agency West Lafayette IN 06/2017 12/2017
Unemployed West Lafayette IN 05/2018 07/2018
Strategiq Financial Group, Llc Merrillville IN 07/2018 03/2024
Waverly Advisors, Llc Merrillville IN 01/2024 Present
  • 08/2014 → 05/2018
    Full Time Education
    West Lafayette, IN
  • 08/2015 → 05/2017
    Purdue University
    West Lafayette, IN
  • 06/2017 → 12/2017
    Mindy Deno State Farm Agency
    West Lafayette, IN
  • 05/2018 → 07/2018
    Unemployed
    West Lafayette, IN
  • 07/2018 → 03/2024
    Strategiq Financial Group, Llc
    Merrillville, IN
  • 01/2024 → Present
    Waverly Advisors, Llc
    Merrillville, IN
Previous Registrations
  • 2019-03-11 → 2024-03-23
    Strategiq Financial Group, Llc
    Merrillville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-11
  • S65 Uniform Investment Adviser Law Examination
    2019-03-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLOBAL ASSETS ADVISORY, LLC
GEHRIG CAPITAL MANAGEMENT, INC.

Nearby Investors

RONDA L SCANLON
ALEXANDER A KOLEFF
JOHN J BRECKENRIDGE

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MERRILLVILLE, IN
GLOBAL ASSETS ADVISORY, LLC · MERRILLVILLE, IN
GEHRIG CAPITAL MANAGEMENT, INC. · MERRILLVILLE, IN

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