Jennifer
Foster

Commonwealth Financial Network

CRD#5738285
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jennifer Foster is a financial advisor based out of Scottsdale, Arizona with 1 year of relevant experience. Foster is an advisor for Commonwealth Financial Network. The advisor has gained experience at Blackrock, Five Point Wealth Advisors and Commonwealth Financial Network. Foster has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Commonwealth Financial Network is an advisory firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It controls $146 billion in assets across its 585,629 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Commonwealth Financial Network offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees depend on which service is offered. However, fee types billed by Commonwealth Financial Network can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8925 E Pima Center Parkway Suite 135
Scottsdale, AZ 85258

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

AZ Average: $16,012,751,954
Total Number of Employees

4,300

AZ Average: 118
Total Number of Accounts

585,629

AZ Average: 4,567
Average Account Size

$249,965

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jennifer Foster Work History

Jennifer has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Commonwealth Financial Network

2023 - Present (1 year)

Five Point Wealth Advisors

2013 - Present (11 years)

Blackrock

2022 - 2023 (1 year)

Five Point Wealth Advisors

2022 - 2023 (1 year)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Seth Penney
Iowa City, IA
Mark Kutzke
Rochester, MN
Alex Rusinowitz
Garden City, NY
Garrett Forsberg
Plymouth, MA
Tyler Price
Kennewick, WA
Peter Leonczyk
Ludlow, MA
Stephanni Sharp
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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