Best Investors Account Sign in
Inactive

Jennifer Laurel Ridley Hanson

Slatestone Wealth LLC

Jupiter, FL

Madison, WI

CRD 2563633

Claim This Profile
Employer firm

Slatestone Wealth LLC CRD 286669

$1.76B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-01-03
  • WI RA
    APPROVED
    Since 2022-01-03

Branch Locations

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

525 Junction Rd, Madison, WI 53717 • 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
Bmo Wealth Management Madison WI 08/2012 12/2021
Slatestone Wealth, Llc Madison WI 01/2022 Present
  • 08/2012 → 12/2021
    Bmo Wealth Management
    Madison, WI
  • 01/2022 → Present
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-22
S63 Uniform Securities Agent State Law Examination 1994-12-06
  • S66 Uniform Combined State Law Examination
    2006-06-22
  • S63 Uniform Securities Agent State Law Examination
    1994-12-06
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Ridley
  • Jennifer Laurel Ridleyhanson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Jupiter, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor