Jennifer Vaughn Kerr
Investment adviser representative at Podell Financial Group LLC
14 yearsExperience
1 stateRegistered in
$227.6MFirm assets
3 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
Experience
14 years in the industry.
- Podell Financial Group LLCJul 2025 to now
- RealtorOct 2020 to now
- Slavic401kAug 2017 to Jun 2024
- Hollywood Firefighters PensionApr 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Podell Financial Group LLC
$227.6MAssets managed
236Clients
4Advisers
3 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
- 4482906
- Firm CRD
- 325383