Jennifer
Malek

The Wealth Consulting Group

CRD#3164482
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Jennifer Malek is a financial advisor based in Sherman Oaks, California, working with The Wealth Consulting Group. Jennifer has previously held positions at Lpl Financial, LLC and The Wealth Consulting Group. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and New York. Currently, Jennifer is part of The Wealth Consulting Group, which operates out of Sherman Oaks, California. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15233 Ventura Blvd #220
Sherman Oaks, CA 91403

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$5,194,180,776

CA Average: $664,206,839
Total Number of Employees

264

CA Average: 10
Total Number of Accounts

21,408

CA Average: 1,698
Average Account Size

$242,628

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jennifer Malek Work History

2016 - Present (8 years)

The Wealth Consulting Group

2006 - Present (18 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Jennifer Malek 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 The Wealth Consulting Group

Diane Reed
Rancho Mirage, CA
James Cave
Sacramento, CA
Morgan Davis
San Diego, CA
Michelle Cooley
Las Vegas, NV
Neal Wilson
Palm Desert, CA
Ethan Hutcheson
Las Vegas, NV
Brianne Brucker Derveloy
Las Vegas, NV
Joshua Lewis
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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