Jennifer Horner is a registered investment advisor at Warren Street Wealth Advisors, LLC, based in Irvine, CA, with 26 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 461 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.00% of assets under management. Fees are negotiable and can be structured as a flat percentage or tiered. Account values of family members in the same household may be combined to determine breakpoints.
Fee Estimator
Location
200 Spectrum Center Drive, Suite 300, Irvine, CA, 92618
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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 Activities
Jennifer works as a sales assistant and client relationship manager for financial planning firms, dedicating about half of her time to CIRA as an administrative rep. She also owns and operates businesses related to craft and tumbler sales, and volunteers for various organizations.
Employment History
Current Registrations
Warren Street Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
B.B. Graham & Company, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Dfc Investor Services
Dfc Investor ServicesBroker
Brookstreet Securities CorporationBroker
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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