Jennifer Lynn Jurek

Employer firm

Sgroi Wealth Advisory Group LLC CRD 289764

$1.36B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 10/2024
  Sgroi Financial, Llc
  West Seneca, NY
• 07/2004 → 07/2025
  Cadaret Grant & Co. Inc.
  West Seneca, NY
• 11/2017 → Present
  Sgroi Wealth Advisory Group, Llc
  West Seneca, NY
• 07/2025 → Present
  Lpl Financial Llc
  West Seneca, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  West Seneca, NY
  West Seneca, NY

Other Businesses

1. 07/10/2025 - West Seneca Finance Academy - Non-profit volunteer (not on board) - West Seneca, NY - NOT INV REL - Start Date 09/01/2015 - 0 hours per month/ during trading 2. 07/10/2025 - Ash Brokerage - Non-Variable Insurance - West Seneca, NY - INV REL - Start Date 01/01/2020 - 4hrs/mth | 4hrs during trading 3. 07/10/2025 - Sgroi Wealth Advisory Group - DBA for LPL Business (entity for LPL business) - West Seneca, NY - INV REL - Start Date 10/22/2025 - 120hrs/mth | 120hrs during trading 4. 07/10/2025 - Sgroi Lawley - Other - Certified Divorce Financial Analyst - West Seneca, NY - INV REL - Start Date 05/03/2011 - 2hrs/mth | 0hrs during trading 5. 10/13/2025 - Sgroi Wealth Advisory Group - Registered Investment Advisor Hybrid - At reported business location(s) - Inv Rel - Start date: 01/01/2025 - 120hrs/mth | 120hrs during trading 6. 03/24/2026 - Sgroi Lawley - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/19/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-06-26
• S63 Uniform Securities Agent State Law Examination
  1996-04-15

Designations

• Certified Financial Planner

Other Names

• Jennifer Lynn Yaskow