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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

Jennifer Zittel

Advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, AZ | KATY, TX

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Search this name across graphsid dfx:ria:0fbd3340-372f-7aba-e77b-d65723e0c88b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 6, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 20, 2015
First registration: Nov 6, 2015
Dual registered: yes, broker-dealer
Other names: JENNIFER ELLEN BROWN|JENNIFER ELLEN ZITTEL
IAPD individual key: 4137215

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Oct 4, 2024	n/a	yes	SCOTTSDALE, AZ\|KATY, TX	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	May 10, 2023	Oct 16, 2024	no	HOUSTON, TX	Previous registration
OAK HARVEST INVESTMENT SERVICES	Independent wealth	Apr 14, 2021	Jul 25, 2022	no	HOUSTON, TX	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Nov 17, 2015	Jan 24, 2020	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
VISIONARY ASSET MANAGEMENT	Former SEC adviser	Nov 6, 2015	Apr 1, 2019	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARK AVENUE SECURITIES LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Oct 16, 2024	Oct 4, 2024	-12	Firm change	Ibd to RIA
OAK HARVEST INVESTMENT SERVICES	PARK AVENUE SECURITIES LLC	Jul 25, 2022	May 10, 2023	289	Firm change	RIA to ibd
NEXT FINANCIAL GROUP, INC.	OAK HARVEST INVESTMENT SERVICES	Jan 24, 2020	Apr 14, 2021	446	Firm change after gap	Ibd to RIA
VISIONARY ASSET MANAGEMENT	NEXT FINANCIAL GROUP, INC.	Apr 1, 2019	Nov 17, 2015	-1,231	Firm change after gap	Other

Relationships

Registered with (5)

→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: current employment
Oct 4, 2024 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
May 10, 2023 to Oct 16, 2024factForm ADV
→ OAK HARVEST INVESTMENT SERVICESRegistered adviserregistration: previous registration
Apr 14, 2021 to Jul 25, 2022factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 17, 2015 to Jan 24, 2020factForm ADV
→ VISIONARY ASSET MANAGEMENTRegistered adviserregistration: previous registration
Nov 6, 2015 to Apr 1, 2019factForm ADV

Dated events

Occurred
Oct 16, 2024
Advisor changed firm
Jennifer Zittel left Park Avenue Securities Llc for United Planners' Financial Services Of America A Limited Partner (registered 2024-10-04)
Form ADVobserved 4 days ago
Occurred
Jul 25, 2022
Advisor changed firm
Jennifer Zittel left Oak Harvest Investment Services for Park Avenue Securities Llc (registered 2023-05-10)
Form ADVobserved 4 days ago