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Jennifer Claire Statler

Investment adviser representative at Commonwealth Financial Network
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Gale Investment Management Partnered With WealthmarkAug 2024 to now
  2. Commonwealth Financial NetworkJan 2016 to now
  3. Chaparral Christian ChurchSep 2012 to now
  4. Gale Investment ManagementJun 2022 to Aug 2024
  5. Five Point Wealth AdvisorsJan 2021 to Jun 2022
  6. Blakeman & AssociatesJan 2018 to Jan 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (AZ, WA).

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
6111563
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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