JS
CFP
JS
CFP

Jennifer Stoll

16 Years of Experience
Cleveland, OH
Broker

Jennifer Stoll is a CFP-designated registered investment advisor, based in Cleveland, OH, with 16 years of industry experience.

Location

950 Main Ave, Ste 720, Cleveland, OH, 44113

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History

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.

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Employment History
Current Registrations
Truist Advisory Services, INC.
September 2024 - Present · 2 yrs
Truist Investment Services, INC.
September 2024 - Present · 2 yrs
Truist Investment Services, INC.Broker
September 2024 - Present · 2 yrs
Previous Registrations
PNC Investments
December 2021 - August 2024 · 2 yrs 8 mos
PNC InvestmentsBroker
May 2012 - August 2024 · 12 yrs 3 mos
LPL Financial LLCBroker
May 2011 - March 2012 · 10 mos
MML Investors Services, LLCBroker
June 2009 - April 2011 · 1 yr 10 mos
State Registrations2 states
OHVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jennifer Stoll - Financial Advisor | TrueAdvisor