Jennifer
Pritchard
Bannerman Wealth
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About this Advisor
Jennifer Pritchard is a certified financial planner working out of Denver, Colorado, with 3 years of industry experience. Pritchard works at Bannerman Wealth. During their career, Pritchard has held roles at Fit Advisors LLC, Virtual Associate, LLC, Speight Asset Management, Mo'S Irish Pub, Fjy Financial, Texas Tech University, Rtd Financial, Mastermind Financial, Geometric Wealth Advisors and Bannerman Wealth. Pritchard can serve investors in Missouri and Texas. Bannerman Wealth is a financial advisory business that has its headquarters in The Colony, TX. The company has offices in six locations and just five employees. It manages $100 million in assets between its 652 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 652 accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually are based on which service is provided. Fees charged by Bannerman Wealth can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bannerman Wealth Brokerage Details
$99,641,369
5
652
$152,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jennifer Pritchard Work History
Jennifer has been registered as a financial advisor for 3 years.*
Bannerman Wealth
Geometric Wealth Advisors
Fit Advisors LLC
Mastermind Financial
Virtual Associate, LLC
Speight Asset Management
Mo'S Irish Pub
Fjy Financial
Fjy Financial
Fjy Financial
Rtd Financial
Texas Tech University
*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 Pritchard 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 Bannerman Wealth
Phoenixville, PA
Denver, CO
The Colony, TX
The Colony, TX
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.