Jennifer McElderry has been Chief Compliance Officer of Paller Financial Services since December 2025, is not listed as a control person, but directly owns under 5% of the firm.
Paller Financial Services, Inc. is a Centennial, CO firm with $148M under management, 161 clients and 4 advisers in one office, as of its February 2026 filing.
- – present · under a yearCentennial, CO · Adviser representative · Firm CRD 161531
Investment adviser representative registrations
Jennifer McElderry is registered as an investment adviser representative in Colorado, since December 2025.
- ColoradoSince 11 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2025 |
| SIE | Securities Industry Essentials Examination | 26 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8200141
- Firm
- Paller Financial Services · CRD 161531
- Role
- Chief Compliance Officer
- Office
- 9000 E NICHOLS AVENUE, SUITE 120, Centennial, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer McElderry work?
Jennifer McElderry has been Chief Compliance Officer of Paller Financial Services, Inc. since December 2025.
Is Jennifer McElderry a financial advisor?
Yes. Jennifer McElderry has a current investment-adviser registration in Colorado, through Paller Financial Services since December 2025.
How many years of experience does Jennifer McElderry have?
Jennifer McElderry has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Jennifer McElderry passed?
Jennifer McElderry has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2025.
Where is Jennifer McElderry based?
Jennifer McElderry’s registered office is in Centennial, CO.
Is Jennifer McElderry registered with FINRA?
No. Jennifer McElderry has no current broker registration.
How can I verify Jennifer McElderry’s record?
Search CRD 8200141 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer McElderry’s full registration record.
