Jennifer Cornish
BeauMorgan · Pittsford, New York
Jennifer Cornish is a fee-only financial advisor at BeauMorgan in Pittsford, New York. Jennifer focuses on retirement planning and estate & legacy planning. BeauMorgan reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BeauMorgan |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $1.06B across 22 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6016138 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.beaumorgan.com |
| Profile |
How Jennifer's firm compares
- BeauMorgan's average account is about $48.3 million, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Jennifer
Is Jennifer Cornish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and BeauMorgan 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's firm, BeauMorgan, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Jennifer Cornish based?
Jennifer Cornish is based in Pittsford, New York.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning and estate & legacy planning.
Is Jennifer Cornish registered with the SEC?
Yes. Jennifer Cornish is registered as an investment adviser representative in NY (CRD 6016138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BeauMorgan manage?
BeauMorgan reports $1.06B across 22 accounts in assets under management.
How do I contact Jennifer Cornish?
Through Jennifer's website, www.beaumorgan.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
- BeauMorgan 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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