Jennifer
Ridley Hanson

Slatestone Wealth LLC

CRD#2563633
Investment Advisor
in Jupiter, FL

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About this Advisor

Jennifer Ridley Hanson is a financial advisor based in Jupiter, Florida, working with Slatestone Wealth LLC. Jennifer has previously held positions at Slatestone Wealth, LLC and Bmo Wealth Management. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Jennifer is part of Slatestone Wealth LLC, which operates out of Jupiter, Florida. The firm has 4 offices and 24 employees. The firm manages assets totaling $1.4 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, and selection of other advisers. The fee structure at Slatestone Wealth LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

661 University Blvd Suite 100
Jupiter, FL 33458

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Slatestone Wealth LLC Brokerage Details

Total Assets Under Management

$1,370,465,172

FL Average: $1,855,561,029
Total Number of Employees

24

FL Average: 62
Total Number of Accounts

1,426

FL Average: 2,474
Average Account Size

$961,056

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jennifer Ridley Hanson Work History

2022 - Present (2 years)

Slatestone Wealth, LLC

2012 - 2021 (9 years)

Bmo Wealth Management

Disclosures

Please visit the SEC profile of Jennifer Ridley Hanson 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 Slatestone Wealth LLC

Russell O'Brien
Jupiter, FL
Daniel Payne
Jupiter, FL
Lisa Tomczak
Jupiter, FL
Jacob Metro
Jupiter, FL
Ryan Erickson
Jupiter, FL
Elliott Bottoms
Jupiter, FL
Jason Joanis
Jupiter, FL

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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