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Jenna Rose Laws

EVEXIA WEALTH, LLC·STEVENS POINT, Wisconsin
SIE, Series 7, Series 66CFPCFAClean record16 years registeredEVEXIA WEALTH, LLC
1265 MAIN STREET, STEVENS POINT, WI 54481CRD# 5680395Firm CRD# 323788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jenna Rose Laws · STEVENS POINT, WI
Registration
CRD #5680395 · EVEXIA WEALTH, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

EVEXIA WEALTH, LLC
Jan 2023 – present
THRIVENT ADVISOR NETWORK, LLC
Sep 2019 – Feb 2023
Stevens Point, WI
THRIVENT INVESTMENT MANAGEMENT INC.
Oct 2009 – Sep 2019
STEVENS POINT, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 1, 2009
Years registered · 16
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EVEXIA WEALTH, LLC
CRD 323788 · SEC 801-126957
AUM
$263M
Regulatory assets under management
Employees
19
1,188 client accounts
Services offered by EVEXIA WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EVEXIA WEALTH, LLC →
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05

Frequently Asked Questions

What services does Jenna Rose Laws offer?
Jenna Rose Laws specializes in Financial Planning, Investment Management. Contact their office in STEVENS POINT, Wisconsin for a consultation.
What are Jenna Rose Laws's credentials?
Jenna Rose Laws holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jenna Rose Laws located?
Jenna Rose Laws is based in STEVENS POINT, Wisconsin, working with EVEXIA WEALTH, LLC. Their office serves clients in the STEVENS POINT metropolitan area and surrounding communities.
How does Jenna Rose Laws charge for services?
Jenna Rose Laws'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 EVEXIA WEALTH, LLC?
EVEXIA WEALTH, LLC has approximately 19 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVEXIA WEALTH, LLC

Benjamin Akiro Laws
STEVENS POINT, WI

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