Jennifer Werner is a control person of 44 Wealth Management and directly owns between 25% and 50% of it.
44 Wealth Management is an investment adviser based in Eugene, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $487 million, as filed on 28 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1070351
- Firm
- 44 Wealth Management · CRD 309647
- Role
- Founder / Chief Operating Officer
- In role since
- August 2020 · 6 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Eugene, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Werner work?
Jennifer Werner has been Founder / Chief Operating Officer of 44 Wealth Management LLC since August 2020, and is a control person of the firm.
How can I verify Jennifer Werner’s record?
Jennifer Werner’s role is listed on 44 Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 309647.
