Jennifer Campisi is a registered investment advisor, based in Oaks, PA, with 18 years of industry experience.
Location
One Freedom Valley Drive, Oaks, PA, 19456
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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.
Learn about disclosures →Employment History
Current Registrations
Sei Investments Distribution CO.
November 2012 - Present · 13 yrs 6 mos
Sei Investments Distribution CO.Broker
November 2012 - Present · 13 yrs 6 mos
Sei Investments Management CORP
May 2012 - Present · 14 yrs
Previous Registrations
Newton One Advisors
September 2008 - May 2012 · 3 yrs 8 mos
M Holdings Securities, INC.
July 2007 - May 2011 · 3 yrs 10 mos
M Holdings Securities, INC.Broker
April 2007 - April 2012 · 5 yrs
State Registrations2 states
DEPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.