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RIA / WealthAdvisor10 years in industry

Jennifer Louise Gugliemotto

Advisor at SAVVY

NEW YORK, NY | Cincinnati, OH | Columbus, OH

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Search this name across graphsid dfx:ria:70156419-5b54-4565-e785-c83c62315526

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 9, 2019 to Sep 15, 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: SAVVY
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: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 6, 2019
First registration: Apr 9, 2019
Dual registered: no
Other names: Jennifer Gugliemotto|Jennifer Louise Gugliemotto|Jennifer Louise Carl|Jennifer L Gugliemotto
IAPD individual key: 7057465

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
Savvy	Independent wealth	Oct 11, 2025	n/a	yes	Cincinnati, OH\|Columbus, OH\|Columbus, OH\|NEW YORK, NY	Current employment
EDWARD JONES	National bd RIA	Jul 5, 2024	Sep 18, 2025	no	GAHANNA, OH	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Jan 6, 2024	Jul 17, 2024	no	Dublin, OH	Previous registration
EDWARD JONES	National bd RIA	Apr 9, 2019	Apr 13, 2023	no	Columbus, OH\|ST LOUIS, MO\|COLUMBUS, OH\|GROVE CITY, OH\|GROVE CITY, OH\|COLUMBUS, OH\|WESTERVILLE, OH\|Columbus, OH	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
EDWARD JONES	Savvy	Sep 18, 2025	Oct 11, 2025	23	Firm change	Ibd to RIA
HUNTINGTON FINANCIAL ADVISORS	EDWARD JONES	Jul 17, 2024	Jul 5, 2024	-12	Firm change	Ibd to ibd
EDWARD JONES	HUNTINGTON FINANCIAL ADVISORS	Apr 13, 2023	Jan 6, 2024	268	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ SAVVYRegistered adviserregistration: current employment
Oct 11, 2025 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 5, 2024 to Sep 18, 2025factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2024 to Jul 17, 2024factForm ADV

Dated events

Occurred
Sep 18, 2025
Advisor changed firm
Jennifer Louise Gugliemotto left Edward Jones for Savvy (registered 2025-10-11)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Jennifer Louise Gugliemotto left Huntington Financial Advisors for Edward Jones (registered 2024-07-05)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2023
Advisor changed firm
Jennifer Louise Gugliemotto left Edward Jones for Huntington Financial Advisors (registered 2024-01-06)
Form ADVobserved 5 days ago