Jennifer R Staton
Investment adviser representative at Wellspring Family Office
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm 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 assetsFixed 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.
- Wellspring Family OfficeDec 2019 to now
- PNC - HawthornOct 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wellspring Family Office
Legal name: Wellspring Financial Advisors, LLC
$5.1BAssets managed
148Clients
9Advisers
19 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
- 7364283
- Firm CRD
- 143112