Jennifer Queen
Jennifer Queen is a registered investment advisor at Chokshi & Queen Wealth Advisors, based in San Diego, CA, with 19 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 682 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CQ Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 1.00% of the value of your account, billed quarterly in advance. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes asset management and financial planning, with an annual fee not exceeding 1.50%, billed quarterly in advance. For clients using third-party managers, these fees are in addition to the third-party manager's fees.
Location
4510 Executive Drive, Suite 203, San Diego, CA, 92121
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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 ActivitiesSells Insurance
Jennifer is an independent insurance agent selling fixed insurance products since 2008. This takes about a quarter of her time.
Employment History
Current Registrations
Chokshi & Queen Wealth Advisors
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.