Jennifer Bess Matthews

Employer firm

Mcnaughton Wealth Management, LLC CRD 300330

$292M regulatory AUM

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

• 04/2014 → 04/2019
  Ameriprise Financial Services, Inc.
  San Diego, CA
• 04/2014 → 04/2019
  Ameriprise Financial Services, Inc.
  San Diego, CA
• 04/2019 → Present
  Mcnaughton Wealth Management, Llc
  San Diego, CA

Previous Registrations

• 2014-05-13 → 2019-04-12
  Ameriprise Financial Services, Llc
  Escondido, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-05-12

Designations

• Chartered Financial Analyst

Other Names

• Jennifer B Gibson
• Jennifer B. Matthews
• Jennifer B Matthews