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Jennifer Ilene Beach

Plante Moran Financial Advisors

Grand Rapids, MI

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-20
MI RA APPROVED 2017-06-19
  • TX RA
    APPROVED_RES
    Since 2026-01-20
  • MI RA
    APPROVED
    Since 2017-06-19

Branch Locations

634 Front Ave. Nw Suite 300, Grand Rapids, MI 49504 • 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
Plante Moran Financial Advisors Grand Rapids MI 01/2017 Present
Grand Valley State University Allendale MI 01/2014 12/2016
Grand Valley State University Allendale MI 08/2013 12/2016
  • 01/2017 → Present
    Plante Moran Financial Advisors
    Grand Rapids, MI
  • 01/2014 → 12/2016
    Grand Valley State University
    Allendale, MI
  • 08/2013 → 12/2016
    Grand Valley State University
    Allendale, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-17
  • S65 Uniform Investment Adviser Law Examination
    2017-06-17
Designations
Other Names
  • Jenny Ilene Schumacher
  • Jenny Ilene Beach
  • Jennifer Ilene Schumacher

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
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