Jennifer L Doak
Investment adviser representative at Wealthgen Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$146.6MFirm assets
Are you Jennifer L Doak? Claim your profile
Contact this firm
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
17 years in the industry.
- Wealthgen Advisors, LLCMar 2026 to now
- SelfJun 2022 to Mar 2026
- Fidelity Brokerage Services LLCJun 2020 to Jun 2022
- Charles Schwab BankNov 2010 to Jun 2020
- Charles Schwab & Co., Inc.Apr 2009 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealthgen Advisors, LLC
$146.6MAssets managed
106Clients
4Advisers
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
- 5454850
- Firm CRD
- 306196