JH
CFP
JH
CFP

Jennifer Laurel Ridley Hanson

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
536 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.70%

Fees negotiable above $10 Million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

661 University Blvd, Suite 100, Jupiter, FL, 33458

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Slatestone Wealth LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLC
March 2021 - January 2022 · 10 mos
LPL Financial LLCBroker
March 2021 - January 2022 · 10 mos
BMO Harris Financial Advisors, INC.Broker
August 2012 - March 2021 · 8 yrs 7 mos
M&i Financial Advisors, INCBroker
June 2006 - August 2012 · 6 yrs 2 mos
Firstar Investment Services,inc.Broker
June 1997 - August 1999 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1994 - May 1997 · 2 yrs 5 mos
Ids Life Insurance CompanyBroker
December 1994 - May 1997 · 2 yrs 5 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.