Jennifer Kay Rupp
Investment adviser representative at Hendershott Wealth Management, LLC
16 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$305.8MFirm 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
Experience
16 years in the industry.
- Hendershott Wealth Management, LLCNov 2017 to now
- Hilary Hendershott Wealth Management, LLC.Jul 2017 to now
- Mutual Securities, IncMay 2011 to Jul 2017
- Guidance Investment Advisors, LLCOct 2010 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, IN, OR, PR, TX).
Hendershott Wealth Management, LLC
$305.8MAssets managed
158Clients
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
- 5200268
- Firm CRD
- 170839