Jennifer Ashley Queen
Investment adviser representative at Chokshi & Queen Wealth Advisors
12 yearsExperience
1 stateRegistered in
$263.3MFirm assets
5 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Chokshi & Queen Wealth AdvisorsApr 2021 to now
- Cq Wealth Advisors, Inc.Apr 2021 to now
- Voya Financial AdvisorsSep 2014 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Chokshi & Queen Wealth Advisors
Legal name: Cq Wealth Advisors, Inc.
$263.3MAssets managed
682Clients
4Advisers
5 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
- 5078304
- Firm CRD
- 313833