Unclaimed Profile

Jennifer M Friedland

WESTEND ADVISORS, LLC·CHARLOTTE, North Carolina

Series 7, Series 66Clean record17 years registeredWESTEND ADVISORS, LLC

4064 COLONY ROAD, CHARLOTTE, NC 28211CRD# 4887431Firm CRD# 133279

Profile Verification

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

Identity

Jennifer M Friedland · CHARLOTTE, NC

Registration

CRD #4887431 · WESTEND ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WESTEND ADVISORS, LLC

Jan 2011 – present

LPL FINANCIAL CORPORATION

Jan 2009 – Apr 2009

VALENCIA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 13, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTEND ADVISORS, LLC

CRD 133279 · SEC 801-63626

AUM

$1.5B

Regulatory assets under management

Employees

3,525 client accounts

Services offered by WESTEND ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESTEND ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer M Friedland offer?

Jennifer M Friedland specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Jennifer M Friedland's credentials?

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

Where is Jennifer M Friedland located?

Jennifer M Friedland is based in CHARLOTTE, North Carolina, working with WESTEND ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Jennifer M Friedland charge for services?

Jennifer M Friedland'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 WESTEND ADVISORS, LLC?

WESTEND ADVISORS, LLC has approximately 29 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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