Unclaimed Profile

Jennifer Prewitt Kirby

TALISMAN WEALTH ADVISORS, LLC·MOUNTAINSIDE, New Jersey

SIE, Series 7, Series 66Clean record12 years registeredTALISMAN WEALTH ADVISORS, LLC

1162 SPRINGFIELD AVE, MOUNTAINSIDE, NJ 07092CRD# 6243626Firm CRD# 313283

Profile Verification

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

Identity

Jennifer Prewitt Kirby · MOUNTAINSIDE, NJ

Registration

CRD #6243626 · TALISMAN WEALTH ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

TALISMAN WEALTH ADVISORS, LLC

May 2021 – present

PRIVATE PORTFOLIO PARTNERS, LLC

Feb 2021 – May 2021

Mountainside, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2013 – Feb 2021

WESTFIELD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 18, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TALISMAN WEALTH ADVISORS, LLC

CRD 313283 · SEC 801-120785

AUM

$192M

Regulatory assets under management

Employees

472 client accounts

Services offered by TALISMAN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TALISMAN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Prewitt Kirby offer?

Jennifer Prewitt Kirby specializes in Financial Planning, Investment Management. Contact their office in MOUNTAINSIDE, New Jersey for a consultation.

What are Jennifer Prewitt Kirby's credentials?

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

Where is Jennifer Prewitt Kirby located?

Jennifer Prewitt Kirby is based in MOUNTAINSIDE, New Jersey, working with TALISMAN WEALTH ADVISORS, LLC. Their office serves clients in the MOUNTAINSIDE metropolitan area and surrounding communities.

How does Jennifer Prewitt Kirby charge for services?

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

How large is TALISMAN WEALTH ADVISORS, LLC?

TALISMAN WEALTH ADVISORS, LLC has approximately 3 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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