Jennifer
Voss
Avantax Advisory Services
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About this Advisor
Jennifer Voss is a financial advisor operating out of Toms River, New Jersey with a total of 12 years of industry experience. Voss is on the advisory team at Avantax Advisory Services. During their career, the advisor has held roles at Avantax Advisory Services, Avantax Investment Services, Inc, Gallipoli Associates, Gallipoli Wealth Management, Realtime Information Technology Inc, Garden State Wine Growers Association, Good Luck Point Marina Inc and Rodan And Fields, LLC. Voss holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in New Jersey. Avantax Advisory Services is an advisory business based in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in assets between its 123,393 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely depend on the type of financial services offered. However, fee types billed by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jennifer Voss Work History
Jennifer has been registered as a financial advisor for 12 years.*
Good Luck Point Marina Inc
Realtime Information Technology Inc
Avantax Advisory Services
Avantax Investment Services, Inc
Gallipoli Associates
Gallipoli Wealth Management
Rodan And Fields, LLC
Rodan And Fields, LLC
Garden State Wine Growers Association
*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 Voss 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 Avantax Advisory Services
Coppell, TX
Milwaukee, WI
Irving, TX
Irving, TX
Lansdale, PA
Irving, TX
Gadsden, AL
Ann Arbor, MI
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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