Jennifer Bixler Telesca
Investment adviser representative at Xml Financial Group
20 yearsExperience
1 stateRegistered in
$3.3BFirm assets
10 yearsFirm in business
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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
20 years in the industry.
- Xml Financial GroupJul 2022 to now
- Xml Financial, LLCJul 2022 to now
- Xml Securities, LLCJul 2022 to now
- Wells Fargo Advisors Financial Network, LLCMar 2018 to Jul 2022
- UnemployedSep 2017 to Mar 2018
- John Hancock Advisers, LLCOct 2007 to Sep 2017
- Mfc Global Investment ManagementOct 2007 to Sep 2017
- John Hancock FundsMay 2006 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Xml Financial Group
Legal name: Xml Financial, LLC
$3.3BAssets managed
2,944Clients
28Advisers
10 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
- 3202134
- Firm CRD
- 284987