Jennifer Chatterton
Jennifer Chatterton is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Ocala, FL, with 21 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
2603 SE 17th St., Suite B, Ocala, FL, 34471
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2012Customer Dispute
December 2011Customer Dispute
December 2011Customer Dispute
September 2011Customer Dispute
May 2011Other Business Activities
Jennifer is a board member for Grace Christian School and the Early Learning Coalition, and is involved with the Ocala Women's Network and Marion County Youth Football League. She is also a partner in J&L 9798 LLC, a real estate investment entity, and spends minimal time on each of these activities.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
State Registrations12 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.