Unclaimed Profile

Jennifer Horak

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.·TALLAHASSEE, Florida

Clean recordWEALTH MANAGEMENT CORPORATION OF AMERICA, INC.

2941 KERRY FORREST PARKWAY, TALLAHASSEE, FL 32309-6825CRD# 6621863Firm CRD# 109576

Profile Verification

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

Identity

Jennifer Horak · TALLAHASSEE, FL

Registration

CRD #6621863 · WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennifer Horak is a registered financial advisor based in TALLAHASSEE, Florida, affiliated with WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.

WEALTH MANAGEMENT CORPORATION

AUM

$197M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6621863

Firm CRD# 109576

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Horak offer?

Jennifer Horak specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TALLAHASSEE, Florida for a consultation.

What are Jennifer Horak's credentials?

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

Where is Jennifer Horak located?

Jennifer Horak is based in TALLAHASSEE, Florida, working with WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.

How does Jennifer Horak charge for services?

Jennifer Horak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.?

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. has approximately 5 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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