Jennifer E Leong
Investment adviser representative at Sax Wealth Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm 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 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
18 years in the industry.
- Sax Wealth Advisors, LLCMar 2024 to now
- Baker Avenue Asset Management LPDec 2020 to Mar 2024
- Wells Fargo Clearing Services LLCMar 2018 to Dec 2020
- Bank of America, N.A.Jul 2016 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2008 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 5152382
- Firm CRD
- 119193