Unclaimed Profile

Susan Wells Jenevein

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Clean recordTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD, DALLAS, TX 75205CRD# 7531541Firm CRD# 111838

Profile Verification

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

Identity

Susan Wells Jenevein · DALLAS, TX

Registration

CRD #7531541 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Wells Jenevein is a registered financial advisor based in DALLAS, Texas, affiliated with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TOLLESON PRIVATE WEALTH MANAGEMENT, LP

TOLLESON PRIVATE WEALTH MANAGEMENT

AUM

$8.2B

Regulatory assets under management

Employees

116

Total firm employees

View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7531541

Firm CRD# 111838

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Susan Wells Jenevein offer?

Susan Wells Jenevein specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Susan Wells Jenevein's credentials?

Susan Wells Jenevein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Wells Jenevein located?

Susan Wells Jenevein is based in DALLAS, Texas, working with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Susan Wells Jenevein charge for services?

Susan Wells Jenevein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOLLESON PRIVATE WEALTH MANAGEMENT, LP?

TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →