Jennifer
Ruppert
Northwest Financial Advisors LLC
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About this Advisor
Jennifer Ruppert is a financial advisor working out of Herndon, Virginia with 4 years of industry experience. Ruppert is on the advisory team at Northwest Financial Advisors LLC. Over the course of their career, they have held roles at Pnc Bank, Pnc Investments LLC, Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Axa Advisors, 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. Ruppert has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Northwest Financial Advisors LLC is a financial advisory company operating out of Herndon, VA. The firm has offices in 10 locations and a total of 33 financial advisors. It oversees $1 billion in total assets between its 3,489 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 3,489 accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. Northwest Financial Advisors LLC provides 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. Financial management fees usually vary depending on the type of services offered. However, fee types billed by Northwest Financial Advisors LLC can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Financial Advisors LLC Brokerage Details
$1,408,022,578
33
3,489
$403,560
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
Jennifer has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Northwest Financial Advisors LLC
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harrris LLC
Edelman Financial Services LLC
Homemaker
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
Axa Advisors
Pnc Bank
Pnc Investments 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 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
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
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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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.
