Jennifer Louise Strymecki
Investment adviser representative at Transition Financial Advisors Group, LLC
11 yearsExperience
4 statesRegistered in
$300.6MFirm assets
8 yearsFirm in business
Are you Jennifer Louise Strymecki? Claim your profile
Contact this firm
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
11 years in the industry.
- Transition Financial Advisors Group, LLCOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- Cardinal Point Capital Management, UlcApr 2023 to Jun 2025
- Ernst & YoungJan 2023 to Mar 2023
- UnemployedJun 2022 to Dec 2022
- Cardinal Point Wealth Management Partners, LLCNov 2021 to May 2022
- Cardinal Point Capital Management IncAug 2014 to May 2022
- Cardinal Point Wealth Management IncAug 2014 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, NJ, TX).
Transition Financial Advisors Group, LLC
$300.6MAssets managed
149Clients
4Advisers
8 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
- 6530985
- Firm CRD
- 116089