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Jennifer Megan Scherer

12 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

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Location

3257 Commercial Way, Spring Hill, FL, 34606

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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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Other Business Activities

Jennifer is the President of The Crafting Company, a retail sales business, since 2020. She spends about 10-20% of her time creating, selling, and shipping personalized designs.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
August 2017 - February 2018 · 6 mos
Scottrade, INC.Broker
August 2013 - February 2018 · 4 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.