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Jennifer Ann Smiljanich

Sjs Investment Services

Phoenix, AZ

CRD 3222462

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Employer firm

Sjs Investment Services CRD 107219

$2.94B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Sjs Investment Services

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2017-08-18
OH RA APPROVED 2010-10-12
  • AZ RA
    APPROVED
    Since 2017-08-18
  • OH RA
    APPROVED
    Since 2010-10-12

Branch Locations

3900 E. Camelback Rd. Suite 140, Phoenix, AZ 85018 • 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
Sjs Investment Consulting, Inc. Sylvania OH 08/2010 06/2017
Sjs Investment Services Phoneix AZ 06/2017 04/2026
Sjs Investment Services Scottsdale AZ 04/2026 Present
Previous Registrations
  • 2008-03-05 → 2010-08-04
    Nrp Advisors, Inc.
    Toledo, OH
  • 2008-01-28 → 2008-10-27
    Nrp Financial, Inc.
    Toledo, OH
    Bryan, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-27
  • S63 Uniform Securities Agent State Law Examination
    1999-08-27
Designations
  • Certified Financial Planner
Other Names
  • Jennifer A Moldoch
  • Jennifer Ann Smiljanich
  • Jennifer Ann Moldoch

View on SEC IAPD

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