Broker Check

Compass Wealth Solutions

Jennifer Gist

Wealth Advisor

(817) 717-9365

(817) 717-9358

jen@compasswealthsolutions.com

Advocate. Wealth Strategist. Leader.

Jennifer Gist is the owner and wealth advisor for Compass Wealth Solutions. After more than two decades in the financial services industry, she started her own practice to be able to take advantage of cutting-edge tools, products and services to offer her clients the customized solutions they deserved. She is a trusted partner to each client with an intense focus and desire to see their life dreams come true. Jennifer has completed her graduate law M. Jur. Degree at Texas A&M School of Law in Wealth Management. When she’s not in the office, Jennifer can be found enjoying outdoor activities with her son, spending time with friends and family, and exercising.

Licenses:

  • Series 7 General Securities Representative*
  • Series 65 Uniform Investment Advisor Law*
  • Series 26 Investment Company and Variable Contracts Principal
  • Series 6 Investment Company and Variable Contracts Representative *
  • Series 63 Uniform Securities Agent State Law*
  • General Lines Agent: Life Insurance, Health Insurance, Variable Annuities*
  • Personal Lines Property and Casualty Agent

*Registrations held through LPL Financial

Mandy Yeary

Client Relationship and Insurance Specialist

mandy@compasswealthsolutions.com

Mandy Yeary helps our clients in the crucial process of coordinating the insurance components of a solid risk management plan, debt elimination strategies, and other important non-investment planning components. Mandy’s passion to help others work toward financial independence make her a vital member of our team.