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Jennifer Susan Werner

44 WEALTH MANAGEMENT LLC·EUGENE, Oregon
Unclaimed Profile
2350 OAKMONT WAY, SUITE 104, EUGENE, OR 97401CRD# 1070351Firm CRD# 309647
01

About

Jennifer Susan Werner is a registered financial advisor based in EUGENE, Oregon, affiliated with 44 WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
44 WEALTH MANAGEMENT LLC
44 WEALTH MANAGEMENT LLC
AUM
$469M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 44 WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1070351
Firm CRD# 309647
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Susan Werner offer?
Jennifer Susan Werner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Jennifer Susan Werner's credentials?
Jennifer Susan Werner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Susan Werner located?
Jennifer Susan Werner is based in EUGENE, Oregon, working with 44 WEALTH MANAGEMENT LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Jennifer Susan Werner charge for services?
Jennifer Susan Werner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 44 WEALTH MANAGEMENT LLC?
44 WEALTH MANAGEMENT LLC has approximately 5 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EUGENE
Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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