Jennifer
Storey
Bfg Wealth
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About this Advisor
Jennifer Storey is a financial advisor based in Edmond, Oklahoma, working with Bfg Wealth. Jennifer has previously held positions at Usaa Property & Casualty Company, Usaa Financial Advisors Inc, Edward Jones, The Vanguard Advisers, Inc, The Vanguard Marketing Corporation, Usaa Financial Planning Services, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Burnett Financial Group, Inc, and Summit Financial, LLC. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Jennifer is part of Bfg Wealth, which operates out of Edmond, Oklahoma. The firm has 4 employees and manages assets totaling $182.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Bfg Wealth includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfg Wealth Brokerage Details
$182,373,998
4
246
$741,358
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jennifer Storey Work History
Burnett Financial Group, Inc
Summit Financial, LLC
Charles Schwab & Co., Inc
Schwab Private Client Investment Advisory
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Edward Jones
The Vanguard Advisers, Inc
The Vanguard Marketing Corporation
Usaa Financial Planning Services
Usaa Financial Advisors Inc
Usaa Property & Casualty Company
Disclosures
Please visit the SEC profile of Jennifer Storey 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 Bfg Wealth
Edmond, OK
Edmond, OK
Edmond, OK
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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