Broker Check
Jen  Dawalt

Jen Dawalt

New Business Specialist

Jennifer Dawalt handles new accounts for both Investment and Insurance products. Jen holds FINRA Series 6 & 63 registrations, as well as Life and Accident/Health Licenses. With her more 20 years of experience, Jennifer has held many servicing and training roles and is a Certified Master Trainer and Master Coach. Jennifer processes new accounts for both investment and insurance products. When not at work, Jennifer spends her time with her husband and kids.

Jen Dawalt offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.