Jenifer A Sapel
Investment adviser representative at Bright Advisors
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$128.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Bright AdvisorsJan 2026 to now
- Wcg Wealth Advisors, LLCFeb 2021 to Jan 2026
- Guardian Life InsuranceJun 2019 to Feb 2021
- Park Avenue Securities, LLCMay 2017 to Feb 2021
- Guardian Life Insurance Co of AmericaMay 2017 to Jun 2019
- MML Investors Services, LLCMar 2017 to Mar 2017
- Metlife Securities IncJul 2004 to Mar 2017
- MetlifeJun 2004 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bright Advisors
Legal name: Bright Advisors, LLC
$128.2MAssets managed
178Clients
3Advisers
Under 1 yearIn 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
- 4817849
- Firm CRD
- 338693