Jennifer Adonelia Mascarenas
Investment adviser representative at Steigerwald, Gordon & Koch - Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Steigerwald, Gordon & Koch - Wealth AdvisorsMay 2024 to now
- UnemployedDec 2023 to Apr 2024
- Bogart WealthOct 2021 to Nov 2023
- Northern TrustFeb 2020 to Oct 2021
- UnemployedMar 2019 to Jan 2020
- Mariner Wealth AdvisorsAug 2015 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Steigerwald, Gordon & Koch - Wealth Advisors
Legal name: Steigerwald, Gordon & Koch Inc.
$1.3BAssets managed
709Clients
9Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2839503
- Firm CRD
- 111685