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Jennifer Rose Greenfield

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-09
  • CA RA
    APPROVED
    Since 2023-01-09

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • 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
Destination Wealth Management Walnut Creek CA 02/2018 12/2023
Unemployed Pleasant Hill CA 02/2013 01/2018
Destination Wealth Mangement Walnut Creek CA 01/2024 Present
  • 02/2018 → 12/2023
    Destination Wealth Management
    Walnut Creek, CA
  • 02/2013 → 01/2018
    Unemployed
    Pleasant Hill, CA
  • 01/2024 → Present
    Destination Wealth Mangement
    Walnut Creek, CA
Previous Registrations
  • 2011-01-18 → 2013-01-15
    Lucia Capital Group
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-07
S66 Uniform Combined State Law Examination 2008-07-25
  • S65 Uniform Investment Adviser Law Examination
    2023-01-07
  • S66 Uniform Combined State Law Examination
    2008-07-25
Other Names
  • Jennifer Rose Greenfield
  • Jennifer Burnam
  • Jennifer Rose Burnam

View on SEC IAPD

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Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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