Jennifer Goodwin
Investment adviser representative at Re-envision Wealth
11 yearsExperience
5 statesRegistered in
$136.6MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Re-envision WealthMar 2025 to now
- Motley Fool Wealth ManagementNov 2020 to Feb 2025
- Tmf InvestmentsNov 2020 to Aug 2024
- TIAANov 2015 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2015 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 5 states (DC, MD, NC, TX, VA).
Re-envision Wealth
Legal name: Grid 202 LLC
$136.6MAssets managed
91Clients
4Advisers
4 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
- 5538956
- Firm CRD
- 299357