Jennifer Wright Heeren
Investment adviser representative at Svb Wealth
23 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 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 assetsFixed 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
23 years in the industry.
- Svb WealthMar 2017 to now
- Boston Private Wealth LLCMar 2017 to now
- Managed Account Services, LLCMay 2010 to Mar 2017
- IpcSep 2003 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 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
- 4481450
- Firm CRD
- 172832