Jennifer Goodwin has been an investment adviser representative at Grid 202 since March 2025, and is not listed among the firm’s executive officers or direct owners. Jennifer Goodwin holds an MBA from McDonough School of Business, Georgetown University.
Grid 202 LLC is a New York, NY firm with $137M under management, 91 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Jennifer Goodwin is Senior Financial Planner of Re-Envision Wealth. She works closely with Keith Beverly to help clients navigate complex financial decisions and implement comprehensive financial planning strategies. With over a decade of experience, she has worked with high-net-worth clients in investment management, retirement planning and risk mitigation. Before joining the firm, she held advisory roles at two major financial organizations and other industry based institutions.
Jennifer Goodwin’s longest registration was 4 years at Advice and Planning Services (2016–2020). Before joining Grid 202 in 2025, Jennifer Goodwin was registered through Motley Fool Wealth Management, LLC and Advice and Planning Services.
- Re-Envision WealthCurrent– present · 1 yearWashington, DC · Adviser representative · Firm CRD 299357
- Motley Fool Wealth Management, LLC– · 4 yearsAlexandria, VA · Adviser representative · Firm CRD 165689
- Advice and Planning Services– · 4 yearsFairfax, VA · Adviser representative · Firm CRD 20472
Professional designations
Listed by Grid 202
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jennifer Goodwin is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from March 2025; the most recent is North Carolina, in May 2025.
- District of ColumbiaSince 6 May 2025
- MarylandSince 27 March 2025
- North CarolinaSince 14 May 2025
- TexasResidentSince 27 March 2025
- VirginiaSince 7 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 February 2016 |
| Series 7 | General Securities Representative Examination | 21 January 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5538956
- Firm
- Grid 202 · CRD 299357
- Office
- Washington, DC
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- re-envisionwealth.com
Where does Jennifer Goodwin work?
Jennifer Goodwin is an investment adviser representative registered through Grid 202 LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Goodwin a financial advisor?
Yes. Jennifer Goodwin has a current investment-adviser registration in District of Columbia, Maryland, North Carolina, Texas and Virginia, through Grid 202 since March 2025.
How many years of experience does Jennifer Goodwin have?
Jennifer Goodwin has 10 years in the financial industry, since April 2016, across 3 adviser firms.
What exams has Jennifer Goodwin passed?
Jennifer Goodwin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2016. FINRA credited Jennifer Goodwin with the SIE, which began in October 2018.
Where did Jennifer Goodwin work before Grid 202?
Before Grid 202, Jennifer Goodwin was registered through Motley Fool Wealth Management, LLC, December 2020 to February 2025; Advice and Planning Services, February 2016 to November 2020.
Where is Jennifer Goodwin based?
Jennifer Goodwin’s registered office is in Washington, DC.
Is Jennifer Goodwin registered with FINRA?
No. Jennifer Goodwin has no current broker registration.
Is Jennifer Goodwin a CFP?
Grid 202 lists Jennifer Goodwin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: JENNIFER GOODWIN, MBA, CFP® biography, re-envisionwealth.com
How can I verify Jennifer Goodwin’s record?
Search CRD 5538956 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Goodwin’s full registration record.