Jennifer Hartman has been Managing Member of Greenleaf Financial Group since March 2006, is a control person of the firm and directly owns between 50% and 75% of it. Jennifer Hartman holds a Personal Financial Planning Program from UCLA, a Bachelor’s degree in Mathematics with an emphasis in Computer Science from The Colorado College and a Masters of Fine Arts in Film/Video from Columbia College Chicago.
Greenleaf Financial Group, LLC is a Carmel, IN firm with $175M under management, 123 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Jennifer S. Hartman is Principal of Greenleaf Financial Group, based in Los Angeles, California. She has worked in the motion picture industry. She founded Greenleaf Financial Group with Kathleen Hartman.
- Greenleaf Financial GroupCurrent– present · 20 yearsLos Angeles, CA · Adviser representative · Firm CRD 137933
Professional designations
Listed by Greenleaf Financial Group
- CFP®
- CFS
Investment adviser representative registrations
Jennifer Hartman is registered as an investment adviser representative in 2 states. Each was approved in March 2006.
- CaliforniaSince 16 March 2006
- IndianaSince 6 March 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer Sue Hartman
- CRD
- 5107049
- Firm
- Greenleaf Financial Group · CRD 137933
- Role
- Managing Member
- Office
- 1239 S. Rimpau Blvd., Los Angeles, CA 90019
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenleaf-fg.com
Where does Jennifer Hartman work?
Jennifer Hartman has been Managing Member of Greenleaf Financial Group, LLC since March 2006, and is a control person of the firm.
Is Jennifer Hartman a financial advisor?
Yes. Jennifer Hartman has a current investment-adviser registration in California and Indiana, through Greenleaf Financial Group since March 2006.
How many years of experience does Jennifer Hartman have?
Jennifer Hartman has 20 years in the financial industry, since March 2006, across 1 adviser firm.
What exams has Jennifer Hartman passed?
Jennifer Hartman passed the Series 65 in January 2006.
Where is Jennifer Hartman based?
Jennifer Hartman’s registered office is in Los Angeles, CA.
Is Jennifer Hartman registered with FINRA?
No. Jennifer Hartman has no current broker registration.
Is Jennifer Hartman a CFP?
Greenleaf Financial Group lists Jennifer Hartman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jennifer S. Hartman, CFP, CFS biography, greenleaf-fg.com
How can I verify Jennifer Hartman’s record?
Search CRD 5107049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Hartman’s full registration record.
