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Jennifer Telesca

Advisor at XML Financial Group

Updated today

Location

Fort Washington, PA 19034

Credentials

Series 63, Series 66

Industry experience

25 years

About

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Client services

Based on XML Financial Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on XML Financial Group

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Based on XML Financial Group

Founder/Business Owner Executive

Fee options

Fixed

Negotiable flat fees may apply for certain accounts or private/alternative investments as per the Investment Management Agreement (IMA)

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable

Commissions

Separate commission-based compensation for brokerage services and insurance products through affiliated broker-dealer and insurance agencies

Project-based

Hourly fees range from $100 to $250 per hour

Other

Account minimum: $50,000 Fee-only: Fixed fees typically range from $1,000 to $10,000 annually; hourly fees range from $100 - $250/hour

Location

500 Office Center Drive, Suite 103

Fort Washington, PA 19034

Most active in

Pennsylvania

Work history

XML Securities, LLC

2022 - Present (4 years)

XML Financial, LLC

2022 - Present (4 years)

Wells Fargo Advisors

2018 - 2022 (4 years)

Unemployed

2017 - 2018 (1 year)

John Hancock Advisers, Llc

2007 - 2017 (10 years)

Mfc Global Investment Management

2007 - 2017 (10 years)

John Hancock Funds

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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