JG
JG

Jennifer Gist-Hall

29 Years of Experience
Fort Worth, TX
3 DisclosuresBroker

Jennifer Gist-Hall is a registered investment advisor at Momentum Independent Network INC., based in Fort Worth, TX, with 29 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8851 Camp Bowie West Blvd, Suite 115, Fort Worth, TX, 76116

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Settled
Customer Dispute
March 2010
Settled
Customer Dispute
September 2006
Withdrawn
Other Business Activities

Jennifer has a customer and referral partnership with Solex Global, a wellness company, since March 2025. This activity requires minimal time commitment.

Employment History
Current Registrations
Momentum Independent Network INC.Broker
September 2024 - Present · 2 yrs 1 mo
Momentum Independent Network INC.
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLC
May 2023 - June 2023 · 1 mo
Intrua Financial
October 2022 - September 2024 · 1 yr 11 mos
LPL Financial LLCBroker
June 2018 - September 2024 · 6 yrs 3 mos
LPL Financial LLC
June 2018 - February 2023 · 4 yrs 8 mos
Primerica Advisors
January 2013 - June 2018 · 5 yrs 5 mos
PFS Investments INC.Broker
June 1997 - June 2018 · 21 yrs
State Registrations13 states
ALAZCAFLGAHIINMINCNVOKSDTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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