Unclaimed Profile

Jennifer Wagner Sneed

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 63CFP ChFCClean record17 years registeredBRIDGEWORTH, LLC

101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 4343330Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Wagner Sneed · BIRMINGHAM, AL

Registration

CRD #4343330 · BRIDGEWORTH, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2023 – present

LPL FINANCIAL LLC

Sep 2013 – Jan 2016

BIRMINGHAM, AL

BRIDGEWORTH WEALTH MANAGEMENT

Aug 2013 – Mar 2024

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2008 – Aug 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · September 19, 2008

Years registered · 17

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Wagner Sneed offer?

Jennifer Wagner Sneed specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Jennifer Wagner Sneed's credentials?

Jennifer Wagner Sneed holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Wagner Sneed located?

Jennifer Wagner Sneed is based in BIRMINGHAM, Alabama, working with BRIDGEWORTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Jennifer Wagner Sneed charge for services?

Jennifer Wagner Sneed's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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