Jennifer Colon
CRA Financial · Northfield, New Jersey
Jennifer Colon is a fee-only financial advisor at CRA Financial in Northfield, New Jersey. Jennifer charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | CRA Financial |
|---|---|
| Based in | Northfield, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.69B across 4,030 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4491182 |
| Exams passed | Series 66 (2003) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.crafinancial.com |
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Questions about Jennifer
Is Jennifer Colon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and CRA Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer charges a percentage of assets.
How much does Jennifer charge?
According to CRA Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Jennifer Colon based?
Jennifer Colon is based in Northfield, New Jersey.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Jennifer works with retirees and divorced individuals.
Is Jennifer Colon registered with the SEC?
Yes. Jennifer Colon is registered as an investment adviser representative in NJ (CRD 4491182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CRA Financial manage?
CRA Financial reports $1.69B across 4,030 accounts in assets under management.
How do I contact Jennifer Colon?
Through Jennifer's website, www.crafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CRA Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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