Jennifer Panicker
Jennifer Panicker is a registered investment advisor at Mathis Wealth Management, based in Broadlands, VA, with 22 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 310 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mathis Wealth Management offers investment management services where either Mathis or an independent investment manager manages your investments. The annual fee is a percentage of the value of your portfolio. Mathis generally uses mutual funds or exchange traded funds, stocks and bonds. The maximum investment management fee is 1.25% of your portfolio value. Fees are billed quarterly in advance. If you have an account at American Funds Service Company or an annuity company, the maximum fee is 1.0%.
Location
Broadlands, VA
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jennifer is an Investment Advisor/Operations Director at Larry Mathis Financial Planning LLC since 2015, with locations in Phoenix, AZ and Springfield, VA. She is also the Operations Director for Mathis Wealth Management and Mathis Public Safety Retirement, both DBAs for marketing purposes, and Larry's Insurance Sales.
Employment History
Current Registrations
Mathis Wealth Management
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Cole Capital CorporationBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
First Financial Equity CorporationBroker
B. C. Ziegler and CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.