Jennifer
Ruppert

Northwest Financial Advisors LLC

CRD#5762344
Investment Advisor
in Herndon, VA

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About this Advisor

Jennifer Ruppert is a financial advisor based in Herndon, Virginia, working with Northwest Financial Advisors LLC. Jennifer has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Sanders Morris Harrris LLC, Edelman Financial Services LLC, Homemaker, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, Lpl Financial, LLC, and Northwest Financial Advisors LLC. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Jennifer is part of Northwest Financial Advisors LLC, which operates out of Herndon, Virginia. The firm has 11 offices and 37 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Northwest Financial Advisors LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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

Office Location

200 Spring Street Suite 120
Herndon, VA 20170

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Northwest Financial Advisors LLC Brokerage Details

Total Assets Under Management

$1,652,147,185

VA Average: $1,835,309,194
Total Number of Employees

37

VA Average: 32
Total Number of Accounts

3,658

VA Average: 1,458
Average Account Size

$451,653

VA Average: $1,258,785

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 Ruppert Work History

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Northwest Financial Advisors LLC

2018 - 2019 (1 year)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2015 - 2016 (1 year)

Sanders Morris Harrris LLC

2015 - 2018 (3 years)

Edelman Financial Services LLC

2015 - 2015 (< 1 year)

Homemaker

2014 - 2015 (1 year)

Wells Fargo Advisors, LLC

2014 - 2015 (1 year)

Wells Fargo Bank, Na

Disclosures

Please visit the SEC profile of Jennifer Ruppert 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 Northwest Financial Advisors LLC

Jodi Van Voorhis
Herndon, VA
Justin Valadez
Herndon, VA
Karen Benedict
Herndon, VA
Nikyla Young
Herndon, VA
Garrett Boyd
Herndon, VA
Jennifer Ruppert
Herndon, VA
Nakia Brown
Herndon, VA
Brian Cooper
Herndon, VA

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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