AdFi
JK

Jennifer Kay Rupp

Investment Adviser Representative at HENDERSHOTT WEALTH MANAGEMENT, LLC

Goshen, INCRD #5200268Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
5 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaGeorgiaIndianaOregonPuerto Rico
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/13/2009
Series 65
Uniform Investment Adviser Law Examination
Passed 11/12/2007
SIE
Securities Industry Essentials Examination
Passed 8/3/2017
Series 7
General Securities Representative Examination
Passed 11/18/2008
Series 24
General Securities Principal Examination
Passed 12/10/2013

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $2,000,0001.00%
$2,000,000.01 - $5,000,0000.80%
$5,000,000.01 - $10,000,0000.50%
Over $10,000,0000.35%
Account minimum: $1,500,000

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

Source

Hendershott Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HENDERSHOTT WEALTH MANAGEMENT, LLCCurrent
11/30/2017Goshen, IN
GUIDANCE INVESTMENT ADVISORS, LLC
10/4/20107/5/2017Elkhart, IN
COMPASS FINANCIAL ADVISORS LLC
12/12/200710/1/2010Elkhart, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View HENDERSHOTT WEALTH MANAGEMENT, LLC firm profile
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 Kay Rupp 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 Kay Rupp - Financial Advisor in Goshen, IN | AdvisorFinder