Jennifer Cornish is a registered investment advisor at Beau Morgan Advisors, based in Pittsford, NY, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1 clients with $750M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Hourly Financial Planning and Consulting — $500 - $2,000 per hour
- Fixed Fee Financial Planning and Consulting — $500 - $50,000 per project
Location
Pittsford, NY
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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 involved with Beau Ventures, LLC, which is not investment-related. She also volunteers as a class educator for Junior Achievement of Central Upstate NY, teaching personal finance to K-12 students for a few hours per week.
Employment History
Current Registrations
Beau Morgan Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
UBS Financial Services INC.Broker
Brighton Securities CORP.Broker
State Registrations1 state
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