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Founder / Chief Operating Officer · 44 Wealth Management LLC

Jennifer S. Werner

CRD 1070351 · Named on Form ADV at one SEC-registered adviser

At a glance

44 Wealth Management LLC, an SEC-registered wealth manager based in Eugene, OR with $487 million in regulatory assets, lists Jennifer S. Werner on its Form ADV as Founder / Chief Operating Officer, a control person.

Firms and roles

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Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.