Jenna Lena Passerini
Investment adviser representative at Sax Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$3.6BFirm assets
18 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 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
Experience
11 years in the industry.
- Sax Wealth Advisors, LLCApr 2026 to now
- Equitable Advisors, LLCNov 2025 to Apr 2026
- Nothing New Thrift ShopJun 2025 to Feb 2026
- UneemployedOct 2024 to Jun 2025
- Media X MarketingJan 2024 to May 2024
- StarbucksSep 2022 to Oct 2024
- Annadale TerranceMay 2022 to Sep 2022
- UnemployedOct 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 8172528
- Firm CRD
- 119193