Jennifer J Slater
Investment adviser representative at Kaydan Wealth Management, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$726.5MFirm 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
13 years in the industry.
- Kaydan Wealth Management, Inc.Dec 2018 to now
- Remote Bookkeeping SolutionsJan 2019 to Dec 2022
- Raymond James Financial Services Advisors, Inc.Dec 2018 to May 2020
- Raymond James Financial, Inc.Dec 2018 to May 2020
- UnemployedJun 2018 to Dec 2018
- Shard MarketingMay 2017 to May 2018
- Shard FinancialMay 2009 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Kaydan Wealth Management, Inc.
$726.5MAssets managed
1,098Clients
6Advisers
6 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
- 5671666
- Firm CRD
- 108964