PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Jennifer Staton

DirectorWellspring Financial Advisors, LLCCRD 7364283

About Jennifer Staton

Jennifer Staton is listed as Director at Wellspring Financial Advisors, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Wellspring Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer Staton work?

Jennifer Staton is listed as Director at Wellspring Financial Advisors, LLC on SEC Form ADV.

How much of Wellspring Financial Advisors, LLC does Jennifer Staton own?

Form ADV reports a beneficial ownership band of 5-10%.

Wellspring Financial Advisors, LLC

TitleDirector
Ownership5-10%
Control personNo
Since2021