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Jennifer Nicole Sanford

FINANCIAL GRAVITY WEALTH, INC.·ALLEN, Texas
FINANCIAL GRAVITY WEALTH, INC.
800 NORTH WATTERS ROAD, ALLEN, TX 75013CRD# 6465710Firm CRD# 144008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Nicole Sanford · ALLEN, TX
Registration
CRD #6465710 · FINANCIAL GRAVITY WEALTH, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jennifer Nicole Sanford is a registered financial advisor based in ALLEN, Texas, affiliated with FINANCIAL GRAVITY WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
AUM
$469M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FINANCIAL GRAVITY ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6465710
Firm CRD# 144008
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Nicole Sanford offer?
Jennifer Nicole Sanford specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALLEN, Texas for a consultation.
What are Jennifer Nicole Sanford's credentials?
Jennifer Nicole Sanford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Nicole Sanford located?
Jennifer Nicole Sanford is based in ALLEN, Texas, working with FINANCIAL GRAVITY WEALTH, INC.. Their office serves clients in the ALLEN metropolitan area and surrounding communities.
How does Jennifer Nicole Sanford charge for services?
Jennifer Nicole Sanford'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 FINANCIAL GRAVITY WEALTH, INC.?
FINANCIAL GRAVITY WEALTH, INC. 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 at FINANCIAL GRAVITY WEALTH, INC.

Ashley Baucum
AUSTIN, TX
Jennifer Winters
AUSTIN, TX
Marc David Orourke
AUSTIN, TX
Kaili Erin Winters
AUSTIN, TX

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Research
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