TrueAdvisor
TrueAdvisor
JF
JF

Jennifer Foster

Commonwealth Financial Network
15 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jennifer Foster is a registered investment advisor at Commonwealth Financial Network, based in Scottsdale, AZ, with 15 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8925 E Pima Center Parkway, Suite 135, Scottsdale, AZ, 85258

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jennifer owns Saving Cents, Inc., a private entity established to facilitate securities, advisory, and insurance business, dedicating all of her time during business hours to this activity. This activity is investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
October 2022 - Present · 4 yrs 1 mo
Commonwealth Financial NetworkBroker
October 2022 - Present · 4 yrs 1 mo
Previous Registrations
Blackrock Investment Management, LLC
May 2016 - September 2022 · 6 yrs 4 mos
Blackrock Fund Advisors
July 2013 - May 2016 · 2 yrs 10 mos
Blackrock Investments, LLCBroker
April 2013 - September 2022 · 9 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 2010 - April 2013 · 2 yrs 6 mos
State Registrations25 states
ALAZCACOCTFLIAIDINKSMAMIMONENMNVNYORPASCTNTXUTWAWI
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.
More Advisors
More financial advisors in Scottsdale, AZ →All financial advisors in Arizona →