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Jennifer Sue Hartman

Greenleaf Financial Group

Los Angeles, CA

CRD 5107049

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Employer firm

Greenleaf Financial Group CRD 137933

$175M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Greenleaf Financial Group

13295 Illinois St Suite 322, Carmel, IN 46032-3022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-03-16
IN RA APPROVED 2006-03-06
  • CA RA
    APPROVED
    Since 2006-03-16
  • IN RA
    APPROVED
    Since 2006-03-06

Branch Locations

1239 S. Rimpau Blvd., Los Angeles, CA 90019 • 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
Greenleaf Financial Group, Llc Indianapolis IN 02/2006 Present
  • 02/2006 → Present
    Greenleaf Financial Group, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-30
  • S65 Uniform Investment Adviser Law Examination
    2006-01-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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