Jennifer
Telesca

Xml Financial Group

CRD#3202134
Investment Advisor
in Fort Washington, PA

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About this Advisor

Jennifer Telesca is a financial advisor operating out of Fort Washington, Pennsylvania with a total of 1 year of relevant experience. Telesca is an advisor for Xml Financial Group. Over the course of their career, Telesca has held roles at John Hancock Funds, John Hancock Advisers, LLC, Mfc Global Investment Management, Wells Fargo Advisors Financial Network, LLC, Xml Securities, LLC and Xml Financial, LLC. Telesca has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Pennsylvania. Xml Financial Group is a financial advisory firm operating out of Bethesda, MD. The company has offices in 18 locations and a total of 52 employees. It has $2 billion in total assets among its 5,800 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 5,800 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. Xml Financial Group 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 and educational seminars. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Xml Financial Group likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Office Center Drive, Suite 103
Fort Washington, PA 19034

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Xml Financial Group Brokerage Details

Total Assets Under Management

$2,323,032,504

PA Average: $6,889,882,315
Total Number of Employees

52

PA Average: 45
Total Number of Accounts

5,800

PA Average: 765
Average Account Size

$400,523

PA Average: $9,006,382

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
  • Educational seminars/workshops

Jennifer Telesca Work History

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

2022 - Present (2 years)

Xml Securities, LLC

2022 - Present (2 years)

Xml Financial, LLC

2018 - 2022 (4 years)

Wells Fargo Advisors Financial Network, LLC

2007 - 2017 (10 years)

John Hancock Advisers, LLC

2007 - 2017 (10 years)

Mfc Global Investment Management

2006 - 2017 (11 years)

John Hancock Funds

*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 Telesca 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 Xml Financial Group

Nicole Treiber
Bethesda, MD
John Sciuto
Bethesda, MD
Lauren O'Brien
Falls Church, VA
Radley Ellenbogen
Bethesda, MD
Alexandra Chelekhov
Falls Church, VA
Mark Samson
Fort Washington, PA
Andrew Villafranca
Bethesda, MD
Sharon Cirillo
Boynton Beach, FL

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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