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Jennifer Mcelderry

Paller Financial Services, Inc.

Centennial, CO

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Current Employers
Paller Financial Services, Inc.

9000 E Nichols Avenue Suite 120, Centennial, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-11
  • CO RA
    APPROVED
    Since 2025-12-11

Branch Locations

9000 E Nichols Avenue Suite 120, Centennial, CO 80112 • 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
Mcelderry Consulting Castle Pines CO 03/2015 08/2025
H&R Block Laguna Niguel CA 11/2018 04/2019
H&R Block Laguna Hills CA 08/2019 11/2019
H&R Block Laguna Niguel CA 01/2020 04/2020
H&R Block Laguna Niguel CA 01/2021 04/2021
Paller Financial Services, Inc. Centennial CO 08/2025 Present
Intuit Turbotax Castle Pines CO 01/2022 05/2022
Intuit Turbotax Castle Pines CO 01/2023 04/2023
Excel Cpa Castle Pines CO 01/2025 04/2025
  • 03/2015 → 08/2025
    Mcelderry Consulting
    Castle Pines, CO
  • 11/2018 → 04/2019
    H&R Block
    Laguna Niguel, CA
  • 08/2019 → 11/2019
    H&R Block
    Laguna Hills, CA
  • 01/2020 → 04/2020
    H&R Block
    Laguna Niguel, CA
  • 01/2021 → 04/2021
    H&R Block
    Laguna Niguel, CA
  • 08/2025 → Present
    Paller Financial Services, Inc.
    Centennial, CO
  • 01/2022 → 05/2022
    Intuit Turbotax
    Castle Pines, CO
  • 01/2023 → 04/2023
    Intuit Turbotax
    Castle Pines, CO
  • 01/2025 → 04/2025
    Excel Cpa
    Castle Pines, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-20
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20
Other Names
  • Jennifer Reeve Dunn
  • Jennifer Reeve Mcelderry

View on SEC IAPD

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Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

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