Five Star award winner Jennifer Han Malek

PROFESSIONAL PROFILE

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Jennifer Han Malek

President/Wealth Advisor

JHM Wealth Management, Inc.

CA Insurance License #0C04404

15233 Ventura Boulevard, Suite 220

Sherman Oaks, CA 91403

Office: 818-788-3222

jmalek@jhmwealthmanagement.com
www.jhmwealthmanagement.com

About Jennifer

Jennifer Han Malek has provided investment and financial advisory services to individuals and businesses since 1998. Jennifer specializes in Investment wealth management, retirement and estate planning, succession and insurance protection planning. Jennifer joined LPL Financial in 2006. LPL Financial gives independent financial advisors a dynamic platform with a wide array of products and services to meet the special needs of our clients. Previous to joining LPL Financial, she was a Financial Advisor for Woodbury Financial and Prudential Financial.

Jennifer establishes strong values of trust, loyalty, hard work, and follow-through in her work with clients. Her passion is sharing her time and financial insight with her clients, with whom she builds strong, lasting relationships based on mutual trust. Jennifer’s professional registrations include the FINRA Series 6, 7, 24, and 63 held through LPL Financial; the Series 65 through WCG Wealth Advisors, CA Life & Health Insurance licenses and Registered Financial Consultant (RFC) designation. Jennifer has also been awarded the Five Star Wealth Manager award by Five Star Professional and Los Angeles Magazine for the past 6 years (2015 to 2020.) This award recognizes the industry’s leading wealth managers for their ability to provide dynamic service to clients. The Five Star Award is given to qualified wealth managers in Los Angeles. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history.

Family is the core of Jennifer’s life. She also enjoys many sports activities, travel and friends.

CA Insurance License: #0C04404

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This award was issued on 12/1/19 by Five Star Professional (FSP) for the time period 03/1/2019 through 10/25/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3527 Los Angeles-area wealth managers were considered for the award; 158 (4% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3528, 154, 4%, 12/1/18, 3/26/18 - 10/16/18; 2018: 2708, 154, 6%, 12/1/17, 3/23/17 - 10/13/17; 2017: 2351, 287, 12%, 11/1/16, 2/25/16 - 10/24/16; 2016: 2374, 298, 13%, 11/1/15, 5/22/15 - 10/16/15; 2015: 3105, 327, 11%, 12/1/14, 5/22/14 - 10/16/14; 2014: 6088, 340, 6%, 12/1/13, 5/22/13 - 10/16/13; 2013: 3488, 372, 11%, 12/1/12, 5/22/12 - 10/16/12; 2012: 1019, 176, 17%, 11/1/11, 5/22/11 - 10/16/11.

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Jennifer Han Malek is a registered representative with and securities offered through LPL Financial, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and JHM Wealth Management, Inc. are separate entities form LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, IL, MD, NV, WA, NY, GA, NC, NJ, FL

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.