Jennifer L Poore
Investment adviser representative at Ifps
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1MFirm 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 assetsHourly
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.
- Integrated Financial Planning ServicesMar 2025 to now
- Integrated Loyalty SystemsJan 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Ifps
Legal name: Integrated Financial Planning Services
$4.1MAssets managed
27Clients
2Advisers
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
- 4953667
- Firm CRD
- 17935