JF
JF

Jennifer Foster

15 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance

Jennifer Foster is a registered investment advisor at Commonwealth Financial Network, based in Scottsdale, AZ, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

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

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History

Regulatory History (1)
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Criminal
February 2005
Final Disposition
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 · 3 yrs 7 mos
Commonwealth Financial NetworkBroker
October 2022 - Present · 3 yrs 7 mos
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.