Compass Sgroi Financial, LLC


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Jennifer L. Jurek

Personal:

  • Happily married to husband Mike for 12 Years
  • Two beautiful children; Michael (6) & Leah (4)

Education:
College for Financial Planning, Denver CO.

  • February 1997 - June 2000 - CFP Professional Education Program. Received the CFP designation in 2001
  • October 1996 - January 1997 - Registered Paraplanner Program. Received the RP designation in 1997

Canisius College, Buffalo NY.

  • September 1988 - June 1991 - Bachelor of Science, Finance Major

Experience:
May 2004- Present:

Sgroi Financial, LLC., Director of Research & Development & Registered Representative. Currently holds Series 6, Series 7, Series 63, Life, Accident and Health licenses.

   
May 1995-May 2004:

M&T Securities - Registered Rep

M&T Bank- Branch Manager

M&T Bank- Assistant Branch Manager

Community:

  • Volunteer Community Education Teacher - West Seneca, Lancaster, Orchard Park, Elma.
  • Volunteer - Junior Achievement.
  • Treasurer - West Seneca Finance Academy.
  • Member - Canisius College Alumni Association.
  • Member - College for Financial Planning Alumni Association.
  • Member - MOPS (Mother's of Preschoolers).

Honors:

  • Canisius College - Deans List
965 Union Road
West Seneca, NY 14224
Tel : (716) 674-6700
(800) 989-6710
Fax : (716) 674-6822
info@sgroifinancial.com

Securities offered through Cadaret, Grant & Co., Inc. - Member NASD/SIPC
Sgroi Financial, LLC & Cadaret, Grant are separate entities.