Jennifer Marie Archambault
Investment adviser representative at Generational Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$394.8MFirm assets
6 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Generational Wealth, Inc.Oct 2016 to now
- Gen-wealth Partners, Inc. dba Generational Wealth ManagementOct 2016 to now
- Private Client ServicesMay 2021 to Dec 2022
- First Allied Securities, Inc.Feb 2010 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
Generational Wealth, Inc.
$394.8MAssets managed
665Clients
8Advisers
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
- 5764358
- Firm CRD
- 281330