Jennifer Beau Cornish
Investment adviser representative at Beau Morgan Advisors
11 yearsExperience
1 stateRegistered in
$792.7MFirm assets
1 yearFirm 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 assetsHourlySubscriptionFixed 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
11 years in the industry.
- Beau Morgan AdvisorsApr 2025 to now
- UBS Financial Services, Inc.Nov 2020 to Apr 2025
- Capitol Securities Management, Inc.Nov 2019 to Nov 2020
- UnemployedSep 2019 to Nov 2019
- LPL Financial, LLCOct 2018 to Sep 2019
- Sagepoint Financial, Inc.May 2018 to Oct 2018
- UBS Financial Services IncNov 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beau Morgan Advisors
Legal name: Beau Ventures, LLC
$792.7MAssets managed
2Clients
1Advisers
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
- 6016138
- Firm CRD
- 336355