Jennifer Mulder
Jennifer Mulder is a registered investment advisor at Pathway Financial Services, LLC, based in Los Angeles, CA, with 16 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee. Fees are negotiable. Clients may choose to pay a flat, annual retainer for asset management and financial planning services.
Fee Estimator
Location
13101 W. Washington Blvd, Suite 241, Los Angeles, CA, 90066
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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 Activities
Jennifer is the trustee for her own revocable living trust, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Pathway Financial Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
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.