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Jennifer Marie Foster

Smartplan Investing

Juno Beach, FL

CRD 6836101

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Employer firm

Smartplan Investing CRD 141977

249 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars
  • INVESTMENT CONSULTING & MONITORING

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

Current Employers
Smartplan Investing

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-08-08
  • FL RA
    APPROVED
    Since 2017-08-08

Branch Locations

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • 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
Financial Planning Counselors Inc Jupiter FL 06/2010 Present
  • 06/2010 → Present
    Financial Planning Counselors Inc
    Jupiter, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-20
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20
Other Names
  • Jennifer Foster

View on SEC IAPD

Nearby Firms

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Nearby Investors

ROBROY EDWARD WILEY
JOSHUA BENNETT HELMAN
ROY EDWARD WILEY

Nearby Offices

EDWARD JONES · Juno Beach, FL
CREATIVEONE WEALTH, LLC · JUNO BEACH, FL
STILLWATER WEALTH MANAGEMENT GROUP LLC · JUNO BEACH, FL

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