Jennifer Suzanne Ryan
Investment adviser representative at Waverly Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$29.9BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Waverly Advisors, LLCJan 2024 to now
- Strategiq Financial Group, LLCJul 2018 to Mar 2024
- UnemployedMay 2018 to Jul 2018
- Mindy Deno State Farm AgencyJun 2017 to Dec 2017
- Purdue UniversityAug 2015 to May 2017
- Full Time EducationAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (IL, IN, TX).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 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
- 7011440
- Firm CRD
- 115332