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RIA / WealthAdvisor22 years in industry

JENNY REBECCA ELSTEIN

Advisor at TALISMAN WEALTH ADVISORS, LLC

Raleigh, NC | MOUNTAINSIDE, NJ

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Search this name across graphsid dfx:ria:e758b66a-ddec-81b6-cff3-f7f31c7d0cd7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Sep 20, 2004 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: TALISMAN WEALTH ADVISORS, LLC
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: Sep 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 17, 2004
First registration: Sep 20, 2004
Dual registered: no
Other names: JENNY R CONOVER|JENNY REBECCA CONOVER
IAPD individual key: 3055649

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
TALISMAN WEALTH ADVISORS, LLC	Independent wealth	Aug 22, 2024	n/a	yes	MOUNTAINSIDE, NJ\|Raleigh, NC	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 24, 2022	Jun 26, 2024	no	LOS ANGELES, CA\|Los Angeles, CA\|Raleigh, NC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 16, 2021	Aug 30, 2022	no	RALEIGH, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 6, 2020	Nov 24, 2021	no	RALEIGH, NC	Previous registration
LIFEPLAN GROUP	Independent wealth	Sep 13, 2017	Mar 27, 2020	no	RALEIGH, NC	Previous registration
PROSPERA FINANCIAL SERVICES, INC.	Bd affiliated wealth	Apr 9, 2015	Jul 13, 2017	no	DALLAS, TX\|RALEIGH, NC	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 29, 2011	Apr 6, 2015	no	RALEIGH, NC\|DES MOINES, IA\|RALEIGH, NC	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Feb 21, 2006	Dec 31, 2009	no	RALEIGH, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 20, 2004	Jan 17, 2006	no	DURHAM, NC	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
AMERIPRISE FINANCIAL SERVICES, LLC	TALISMAN WEALTH ADVISORS, LLC	Jun 26, 2024	Aug 22, 2024	57	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 30, 2022	Aug 24, 2022	-6	Firm change	Ibd to ibd
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 24, 2021	Nov 16, 2021	-8	Firm change	Ibd to ibd
LIFEPLAN GROUP	LPL FINANCIAL LLC	Mar 27, 2020	Oct 6, 2020	193	Firm change	RIA to ibd
PROSPERA FINANCIAL SERVICES, INC.	LIFEPLAN GROUP	Jul 13, 2017	Sep 13, 2017	62	Firm change	Other
PRINCIPAL SECURITIES, INC.	PROSPERA FINANCIAL SERVICES, INC.	Apr 6, 2015	Apr 9, 2015	3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRINCIPAL SECURITIES, INC.	Jan 17, 2006	Feb 21, 2006	35	Firm change	Other

Relationships

Registered with (8)

→ TALISMAN WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 22, 2024 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 24, 2022 to Jun 26, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 16, 2021 to Aug 30, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 6, 2020 to Nov 24, 2021factForm ADV
→ LIFEPLAN GROUPRegistered adviserregistration: previous registration
Sep 13, 2017 to Mar 27, 2020factForm ADV
→ PROSPERA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 9, 2015 to Jul 13, 2017factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 29, 2011 to Apr 6, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 20, 2004 to Jan 17, 2006factForm ADV

Dated events

Occurred
Jun 26, 2024
Advisor changed firm
Jenny Rebecca Elstein left Ameriprise Financial Services, Llc for Talisman Wealth Advisors, Llc (registered 2024-08-22)
Form ADVobserved 6 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Jenny Rebecca Elstein left Raymond James Financial Services Advisors, Inc for Ameriprise Financial Services, Llc (registered 2022-08-24)
Form ADVobserved 6 days ago