DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jennifer Zittel

United Planners' Financial Services Of America A Limited Partnerindependent RIAScottsdale, Az dual registrantIAPD 4137215

Feed of 09/14/2026

Also filed as Jennifer Ellen Brown

At current firm

1 y

since Oct 4, 2024

In the industry

22 y

since Feb 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

United Planners' Financial Services Of America A Limited Partner independent RIA current
since Oct 4, 2024 · Scottsdale, Az
Park Avenue Securities LLC BD affiliated
May 10, 2023 to Oct 16, 2024 · Houston, Tx
Oak Harvest Investment Services independent RIA
Apr 14, 2021 to Jul 25, 2022 · Houston, Tx
Next Financial Group, Inc. former
Nov 17, 2015 to Jan 24, 2020 · Houston, Tx
Visionary Asset Management former
Nov 6, 2015 to Apr 1, 2019 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Park Avenue Securities LLC to United Planners' Financial Services Of America A Limited Partner
left Oct 16, 2024, registered Oct 4, 2024 (-12 days) · Affiliated broker-dealer or bank to independent RIA
Oak Harvest Investment Services to Park Avenue Securities LLC
left Jul 25, 2022, registered May 10, 2023 (289 days) · RIA to affiliated broker-dealer or bank
Next Financial Group, Inc. to Oak Harvest Investment Services
left Jan 24, 2020, registered Apr 14, 2021 (446 days) · Affiliated broker-dealer or bank to independent RIA
Visionary Asset Management to Next Financial Group, Inc.
left Apr 1, 2019, registered Nov 17, 2015 (-1231 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address