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Jennifer Bixler Telesca

Xml Financial Group

Fort Washington, PA

Villanova, PA

CRD 3202134

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Employer firm

Xml Financial Group CRD 284987

$3.30B regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Xml Financial Group

6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-05
  • PA RA
    APPROVED
    Since 2022-07-05

Branch Locations

500 Office Center Drive, Suite 103, Fort Washington, PA 19034 • United States

Villanova, PA • 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
John Hancock Funds Boston MA 05/2006 09/2017
John Hancock Advisers, Llc Boston MA 10/2007 09/2017
Mfc Global Investment Management Boston MA 10/2007 09/2017
Wells Fargo Advisors Financial Network, Llc Fort Washington PA 03/2018 07/2022
Unemployed Villanova PA 09/2017 03/2018
Xml Financial, Llc Fort Washington PA 07/2022 Present
Xml Securities, Llc Fort Washington PA 07/2022 Present
  • 05/2006 → 09/2017
    John Hancock Funds
    Boston, MA
  • 10/2007 → 09/2017
    John Hancock Advisers, Llc
    Boston, MA
  • 10/2007 → 09/2017
    Mfc Global Investment Management
    Boston, MA
  • 03/2018 → 07/2022
    Fort Washington, PA
  • 09/2017 → 03/2018
    Unemployed
    Villanova, PA
  • 07/2022 → Present
    Xml Financial, Llc
    Fort Washington, PA
  • 07/2022 → Present
    Xml Securities, Llc
    Fort Washington, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-19
S63 Uniform Securities Agent State Law Examination 1999-06-24
  • S66 Uniform Combined State Law Examination
    2007-10-19
  • S63 Uniform Securities Agent State Law Examination
    1999-06-24
Other Names
  • Jennifer Dawn Bixler
  • Jennifer Dawn Bixler
  • Jennifer Dawn Telesca
  • Jennifer Dawn Telesca

View on SEC IAPD

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