Jennifer Mcelderry
Investment adviser representative at Paller Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$147.9MFirm assets
2 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.
- Paller Financial Services, Inc.Aug 2025 to now
- Excel CpaJan 2025 to Apr 2025
- Intuit TurbotaxJan 2023 to Apr 2023
- Intuit TurbotaxJan 2022 to May 2022
- H&r BlockJan 2021 to Apr 2021
- H&r BlockJan 2020 to Apr 2020
- H&r BlockAug 2019 to Nov 2019
- H&r BlockNov 2018 to Apr 2019
- Mcelderry ConsultingMar 2015 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Paller Financial Services, Inc.
$147.9MAssets managed
161Clients
3Advisers
2 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
- 8200141
- Firm CRD
- 161531