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Jennifer Ashley

Girard Advisory Services, LLC

Souderton, PA

King Of Prussia, PA

CRD 7914543

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Employer firm

Girard Advisory Services, LLC CRD 39163

$3.18B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-01
  • PA RA
    APPROVED
    Since 2024-07-01

Branch Locations

41 W Broad St, Souderton, PA 18964 • United States

555 Croton Road Suite 210, King Of Prussia, PA 19406 • 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
Univest Corporation Souderton PA 12/2016 Present
Trc Staffing Souderton PA 05/2016 12/2016
Kohls Department Stores Lansdale PA 11/2014 05/2019
  • 12/2016 → Present
    Univest Corporation
    Souderton, PA
  • 05/2016 → 12/2016
    Trc Staffing
    Souderton, PA
  • 11/2014 → 05/2019
    Kohls Department Stores
    Lansdale, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01
Other Names
  • Jennifer Blay

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC

Nearby Investors

LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
ROBERTA JEAN KESSLER

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, LLC · Souderton, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA

More in Souderton, PA

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