JB
JB

Jennifer Burtsfield

26 Years of Experience
Orange, TX
Broker

Jennifer Burtsfield is a registered investment advisor at Wells Fargo Advisors, based in Orange, TX, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1508 W Park Ave, Orange, TX, 77630

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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.

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Other Business Activities

Jennifer has several outside business activities including serving as POA for her spouse and aunt, being a notary public, and co-trustee for a 401k. She also has 50% ownership in River Trust Capital Management, LLC, dedicating full-time hours to the firm.

Employment History
Current Registrations
Wells Fargo Advisors
November 2012 - Present · 13 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
November 2001 - November 2012 · 11 yrs
Wells Fargo Advisors, LLCBroker
November 2001 - November 2012 · 11 yrs
Edward JonesBroker
November 1999 - December 2001 · 2 yrs 1 mo
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jennifer Burtsfield - Financial Advisor | TrueAdvisor