Jennifer Panicker has been an investment adviser representative at Larry Mathis Financial Planning since May 2015, and is not listed among the firm’s executive officers or direct owners. Jennifer Panicker holds a Bachelor of Business Administration with an emphasis in International Business from the University of Wisconsin – Whitewater.
Larry Mathis Financial Planning, L.L.C. is a Phoenix, AZ firm with $213M under management, 310 clients and 5 advisers across 4 offices, as of its September 2026 filing.
Jennifer Panicker is Operations Director of Mathis Wealth Management. She leads operational functions including billing, RIA regulatory filings, compliance oversight and workflow processes. She also works directly with clients on transaction requests and service needs.
Jennifer Panicker’s longest registration is the current one, 11 years at Larry Mathis Financial Planning since 2015. Before joining Larry Mathis Financial Planning in 2015, Jennifer Panicker was registered through United Planners' Financial Services of America A Limited Partner and Ameriprise Financial Services, Inc.
- Ausdal Financial Partners, Inc.Also current– present · under a yearBroadlands, VA · Adviser representative and broker · Firm CRD 7995
- Mathis Wealth ManagementCurrent– present · 11 yearsBroadlands, VA · Adviser representative · Firm CRD 172858
- United Planners' Financial Services of America A Limited Partner– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 20804
- United Planners' Financial Services of America A Limited Partner– · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 20804
- Ameriprise Financial Services, Inc.– · 2 yearsNorthbrook, IL · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jennifer Panicker is registered as an investment adviser representative in 2 states. The first approvals date from May 2015; the most recent is Virginia, in January 2024.
- ArizonaSince 7 May 2015
- VirginiaSince 9 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 2 February 2008 |
| Series 66 | Uniform Combined State Law Examination | 6 November 2003 |
| Series 7 | General Securities Representative Examination | 23 October 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Lynn Panicker
- CRD
- 2672784
- Firm
- Larry Mathis Financial Planning · CRD 172858
- Office
- Broadlands, VA
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mathiswealth.com
Where does Jennifer Panicker work?
Jennifer Panicker is an investment adviser representative registered through Larry Mathis Financial Planning, L.L.C. since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Panicker a financial advisor?
Yes. Jennifer Panicker has a current investment-adviser registration in Arizona and Virginia, through Larry Mathis Financial Planning since May 2015.
How many years of experience does Jennifer Panicker have?
Jennifer Panicker has 22 years in the financial industry, since February 2004, across 4 adviser firms.
What exams has Jennifer Panicker passed?
Jennifer Panicker has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in October 2003. FINRA credited Jennifer Panicker with the SIE, which began in October 2018.
Where did Jennifer Panicker work before Larry Mathis Financial Planning?
Before Larry Mathis Financial Planning, Jennifer Panicker was registered through United Planners' Financial Services of America A Limited Partner, March 2008 to June 2013; Ameriprise Financial Services, Inc., January 2004 to June 2006.
Where is Jennifer Panicker based?
Jennifer Panicker’s registered office is in Broadlands, VA.
Is Jennifer Panicker registered with FINRA?
Yes. Jennifer Panicker has a current broker registration, under CRD 2672784.
Source: FINRA BrokerCheck
How can I verify Jennifer Panicker’s record?
Search CRD 2672784 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jennifer Panicker’s full registration record.