Jennifer serves as a Senior Registered Client Associate with 15 years of experience. She joined the Everest Capital Private Wealth Management Group of Wells Fargo Advisors in 2017. Jennifer focuses on client onboarding, treasury management, alternative investments and annuities. She dedicates herself to lifting the client experience. Jennifer graduated from California State University, Northridge with a bachelor’s in business administration. When not at work, she spends time with family and friends. Jennifer, and her husband Brent, have three children; Savannah, Benjamin, and Jessie. Their family resides in Santa Clarita but loves camping and traveling the world.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
