Jennifer Marie Wicks

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2017 → Present
  Savicki Capital, Lcl
  New Hartford, NY
• 01/2010 → 07/2017
  Americu Credit Union
  Rome, NY
• 10/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Ford, English Financial Group, Llc
  Uttica, NY

Previous Registrations

• 2017-09-21 → 2025-01-29
  Savicki Capital, Llc
  New Hartford, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-17

Other Names

• Jennifer Marie Wengert