Jennifer Engelhardt
Senior Registered Client Service Associate
As a Senior Registered Client Service Associate at Seventy2 Capital, Jennifer believes that communication and constant growth and learning are key. Earlier in her career, she had the privilege of being a Team Lead, which allowed her to help others succeed and, in turn, helped her grow with her advisors. Her key responsibilities include all operational tasks from new account openings, money movements, trades, advisory proposals, client appointment preparation, estate processing, and training new associates.
Jennifer joined Seventy2 Capital in 2024 with nearly twenty-five years of industry experience. She previously served as a Client Associate at Merrill Lynch and its predecessors Bank of America Investments, Summit Financial and Quick and Reilly, and as a Senior Client Associate at Wells Fargo Advisors. To better serve her advisors and clients, she earned her FINRA Series 7, 63, and 66 registrations as well as life and health licenses.
Jennifer received her associate’s degree in accounting from Berkeley College and her bachelor’s in accounting from Kean University. Outside of the office, she enjoys riding her bike and spending as much time at the beach as possible.
CA Insurance License Number: 0M57526. Resident State: NJ