Jennifer Winchell is a CFP-designated registered investment advisor, based in Nashville, TN, with 20 years of industry experience.
Location
171-B Belle Forest Circle, Nashville, TN, 37221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a partner at Jim R Durham CPA PLLC, offering tax preparation and accounting services. She also owns Winchell CPA & Advisory Services PLLC, a registered CPA firm providing accounting, tax, and financial consulting services, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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