Jennifer Smalley
Investment adviser representative at Wickham Financial & Insurance Services
11 yearsExperience
1 stateRegistered in
$193MFirm assets
4 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 assets
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.
- Wickham Financial & Insurance ServicesMar 2025 to now
- Thrivent FinancialMar 2016 to Mar 2025
- Thrivent Investment Management IncOct 2015 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wickham Financial & Insurance Services
Legal name: Wickham Financial Group, Inc.
$193MAssets managed
308Clients
3Advisers
4 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
- 6556319
- Firm CRD
- 307299