Jennifer
Pritchard

Bannerman Wealth

CRD#6070060
Investment Advisor
in The Colony, TX

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About this Advisor

Jennifer Pritchard is a financial advisor based in The Colony, Texas, working with Bannerman Wealth. Jennifer has previously held positions at Fit Advisors LLC, Virtual Associate, LLC, Speight Asset Management, Fjy Financial, Texas Tech University, Geometric Wealth Advisors, Bannerman Wealth, and Simply Paraplanner, LLC. Jennifer is registered to provide services in Missouri and Texas. Currently, Jennifer is part of Bannerman Wealth, which operates out of The Colony, Texas. The firm has 4 offices and 4 employees. The firm manages assets totaling $110.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bannerman Wealth includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2560 King Arthur Blvd Suite 124-46
The Colony, TX 75056

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Bannerman Wealth Brokerage Details

Total Assets Under Management

$110,829,105

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

584

TX Average: 2,315
Average Account Size

$189,776

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jennifer Pritchard Work History

2019 - Present (5 years)

Bannerman Wealth

2018 - 2019 (1 year)

Geometric Wealth Advisors

2018 - 2022 (4 years)

Simply Paraplanner, LLC

2017 - 2018 (1 year)

Fit Advisors LLC

2016 - 2017 (1 year)

Virtual Associate, LLC

2015 - 2016 (1 year)

Speight Asset Management

2015 - 2015 (< 1 year)

Fjy Financial

2014 - 2015 (1 year)

Fjy Financial

2014 - 2014 (< 1 year)

Fjy Financial

2011 - 2014 (3 years)

Texas Tech University

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

Anna Allem
The Colony, TX
Jennifer Pritchard
The Colony, TX
Jacquelyn Girling
The Colony, TX
Joshua Bannerman
The Colony, TX

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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