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Jennifer Staton

WELLSPRING FINANCIAL ADVISORS, LLC·CLEVELAND, Ohio
Unclaimed Profile
5900 LANDERBROOK DRIVE, CLEVELAND, OH 44125CRD# 7364283Firm CRD# 143112
01

About

Jennifer Staton is a registered financial advisor based in CLEVELAND, Ohio, affiliated with WELLSPRING FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELLSPRING FINANCIAL ADVISORS, LLC
WELLSPRING FINANCIAL ADVISORS, LLC
AUM
$3.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at WELLSPRING FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7364283
Firm CRD# 143112
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Staton offer?
Jennifer Staton specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Jennifer Staton's credentials?
Jennifer Staton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Staton located?
Jennifer Staton is based in CLEVELAND, Ohio, working with WELLSPRING FINANCIAL ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Jennifer Staton charge for services?
Jennifer Staton'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 WELLSPRING FINANCIAL ADVISORS, LLC?
WELLSPRING FINANCIAL ADVISORS, LLC has approximately 26 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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