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Jennifer Adonelia Mascarenas

Investment Adviser Representative at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Leesburg, VACRD #2839503Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jennifer Adonelia Mascarenas has worked in the securities industry since 2022. They are registered to provide investment advisory services in Texas and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/16/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 11/1/1999
Series 7
General Securities Representative Examination
Passed 10/11/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $600,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Steigerwald, Gordon & KOCH - Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORSCurrent
6/6/2024Leesburg, VA
BOGART WEALTH, LLC
10/29/202111/2/2023Mclean, VA
TD WATERHOUSE INVESTOR SERVICES, INC.
6/25/20038/18/2003West Hartford, CT

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Adonelia Mascarenas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jennifer Adonelia Mascarenas - Financial Advisor in Leesburg, VA | AdvisorFinder