Jennifer
Wall
Pax Financial Group
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About this Advisor
Jennifer Wall is a financial advisor operating in San Antonio, Texas with 1 year of relevant experience. Wall is on the advisory team at Pax Financial Group. Their career trajectory has included roles at Lpl Financial LLC, Health By Design, Lpl Financial, LLC, Pax Financial Group, LLC and Pax Financial Group. Wall maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Pax Financial Group is a business based out of San Antonio, TX. The company has a total of 22 advisors. It handles $495 million in total assets among its 4,078 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 4,078 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fees usually vary depending on which services are offered. However, fees billed by Pax Financial Group can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Jennifer Wall Work History
Jennifer has been registered as a financial advisor for 1 years.*
Pax Financial Group
Lpl Financial, LLC
Health By Design
Lpl Financial LLC
Pax Financial Group, LLC
*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 Wall 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 Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, 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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