Jennifer Ashley Queen

Employer firm

Chokshi & Queen Wealth Advisors CRD 313833

$263M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2014 → 04/2021
  Voya Financial Advisors
  San Diego, CA
• 04/2021 → Present
  Cq Wealth Advisors, Inc.
  San Diego, CA

Previous Registrations

• 2008-03-03 → 2021-04-30
  Voya Financial Advisors, Inc.
  San Diego, CA
• 2006-05-08 → 2007-12-07
  Ameriprise Financial Services, Llc
  San Diego, CA

Other Businesses

SALE OF INSURANCE,SECURITIES & INVESTMENT PRODUCTS.|NAME OF ENTITY: Independent insurance agent; Yes; 4510 EXECUTIVE DR STE 203; SAN DIEGO; CA; 92121; Fixed insurance sales; Independent insurance agent; 1/28/2008; 48; 48; Sales of fixed insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-05

Other Names

• Jennifer Ashley Coghill