Unclaimed Profile

Jennifer M Dorfman

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, Florida

SIE, Series 7, Series 24, Series 52TO, Series 63, Series 66Clean record17 years registeredNEWBRIDGE FINANCIAL SERVICES GROUP, INC.

1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 3009328Firm CRD# 130814

Profile Verification

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

Identity

Jennifer M Dorfman · BOCA RATON, FL

Registration

CRD #3009328 · NEWBRIDGE FINANCIAL SERVICES GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

DAWSON JAMES ASSET MANAGEMENT, INC.

Aug 2025 – present

KOVACK ADVISORS, INC.

May 2024 – May 2025

Fort Lauderdale, FL

MML INVESTORS SERVICES, LLC

Jun 2023 – May 2024

FT LAUDERDALE, FL

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Apr 2019 – Mar 2023

BOCA RATON, FL

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2014 – Aug 2015

Ft Lauderdale, FL

FUSION ANALYTICS INVESTMENT PARTNERS LLC

May 2012 – Apr 2019

CORAL SPRINGS, FL

ASSET & FINANCIAL PLANNING, LTD

Jun 2009 – Aug 2013

CORAL SPRINGS, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2008 – Jun 2009

PLANTATION, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 63

Series 66

Registration record

First registered · December 16, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

CRD 130814 · SEC 801-68448

AUM

$566M

Regulatory assets under management

Employees

183

2,506 client accounts

Services offered by NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer M Dorfman offer?

Jennifer M Dorfman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Jennifer M Dorfman's credentials?

Jennifer M Dorfman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer M Dorfman located?

Jennifer M Dorfman is based in BOCA RATON, Florida, working with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Jennifer M Dorfman charge for services?

Jennifer M Dorfman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWBRIDGE FINANCIAL SERVICES GROUP, INC.?

NEWBRIDGE FINANCIAL SERVICES GROUP, INC. has approximately 183 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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