Jennifer Malek
Jennifer Malek is a registered investment advisor at The Wealth Consulting Group, based in Sherman Oaks, CA, with 27 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
15233 Ventura Blvd, #220, Sherman Oaks, CA, 91403
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Regulatory History (2)
Customer Dispute
May 2024Criminal
September 1990Other Business ActivitiesSells Insurance
Jennifer is associated with JHM Wealth Management, Inc. and spends nearly all of her time selling fixed insurance products like life, health, and long-term care. She also refers clients for health and life insurance, and may receive compensation from Riman Skin & Body Products.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Woodbury Financial Services, INC.Broker
State Registrations9 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.