Jennifer Han Malek has provided investment and financial advisory services to individuals and businesses since 1998. Jennifer specializes in Investment wealth management, retirement and estate planning, succession and insurance protection planning. Jennifer joined LPL Financial in 2006. LPL Financial gives independent financial advisors a dynamic platform with a wide array of products and services to meet the special needs of our clients. Previous to joining LPL Financial, she was a Financial Advisor for Woodbury Financial and Prudential Financial.
Jennifer establishes strong values of loyalty, hard work, and follow-through in her work with clients. Her passion is sharing her time and financial insight with her clients, with whom she aims to build strong, lasting relationships based on mutual trust. Jennifer’s professional registrations include the FINRA Series 6, 7, 24, and 63, held through LPL Financial; the Series 65 through WCG Wealth Advisors, CA Life & Health Insurance licenses and Registered Financial Consultant (RFC) designation. Jennifer has also been awarded the Five Star Wealth Manager award by Five Star Professional and as mentioned in Los Angeles Magazine for the past 6 years (2015-2020). This award recognizes the industry's leading wealth managers for their ability to provide dynamic service to clients*.
Family is the core of Jennifer’s life. She also enjoys many sports activities, travel, and friends.
CA Insurance License: #0C04404
Jennifer is a registered representative with LPL Financial.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015-2020 Five Star Wealth Managers.