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Jennifer Elizabeth Jesup

Investment adviser representative at Savant Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm 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 fee

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. Savant Wealth ManagementFeb 2024 to now
  2. UnemployedAug 2023 to Jan 2024
  3. Bridgeworth Wealth ManagementMay 2019 to Jul 2023
  4. UnemployedSep 2018 to May 2019
  5. Bridgeworth Wealth ManagementMay 2018 to Aug 2018
  6. The University of AlabamaAug 2017 to May 2018
  7. Lance Hocutt Financial GroupMar 2017 to May 2017
  8. Full Time StudentJan 2012 to May 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (AL).

Savant Wealth Management

Legal name: Savant Capital, LLC

$55.6BAssets managed
24,034Clients
392Advisers
33 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
6658633
Firm CRD
107271
Advisor's SEC record (opens in a new tab)
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