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Jennifer Staton

WELLSPRING FINANCIAL ADVISORS, LLC·CLEVELAND, Ohio
Clean recordWELLSPRING FINANCIAL ADVISORS, LLC
5900 LANDERBROOK DRIVE, CLEVELAND, OH 44125CRD# 7364283Firm CRD# 143112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Staton · CLEVELAND, OH
Registration
CRD #7364283 · WELLSPRING FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
WELLSPRING FINANCIAL ADVISORS, LLC
CRD 143112 · SEC 801-67630
AUM
$3.6B
Regulatory assets under management
Employees
26
1,630 client accounts
Services offered by WELLSPRING FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WELLSPRING FINANCIAL ADVISORS, LLC →
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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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Other Advisors at WELLSPRING FINANCIAL ADVISORS, LLC

Donna Lynne Thrane
CLEVELAND, OH
Richard Joseph Turgeon
CLEVELAND, OH
Michael Thomas Novak
CLEVELAND, OH

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