Jennifer Anne Gage
Investment adviser representative at Wellth Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$26.7BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wellth Advisory Services, LLCApr 2026 to now
- Strategic Retirement PartnersApr 2026 to now
- Global Retirement Partners, LLCMar 2025 to Apr 2026
- LPL Financial LLCMar 2025 to Apr 2026
- CbizMar 2020 to Mar 2025
- Kestra Financial Services, Inc.Apr 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 3092855
- Firm CRD
- 330537