Jennifer Strymecki
Transition Financial Advisors Group · Montvale, New Jersey
Jennifer Strymecki is a fee-only financial advisor at Transition Financial Advisors Group in Montvale, New Jersey. Transition Financial Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Transition Financial Advisors Group |
|---|---|
| Based in | Montvale, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $300.6M across 781 accounts |
| SEC registration | Investment adviser representative in AZ, FL, NJ, TX · CRD 6530985 |
| Exams passed | Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.transitionfinancial.ca |
How Jennifer's firm compares
- Transition Financial Advisors Group's average account is about $385,000, from its Form ADV (assets managed divided by 781 accounts).
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Questions about Jennifer
Is Jennifer Strymecki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Transition Financial Advisors Group 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, Transition Financial Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Strymecki based?
Jennifer Strymecki is based in Montvale, New Jersey.
Is Jennifer Strymecki registered with the SEC?
Yes. Jennifer Strymecki is registered as an investment adviser representative in AZ, FL, NJ and TX (CRD 6530985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Transition Financial Advisors Group manage?
Transition Financial Advisors Group reports $300.6M across 781 accounts in assets under management.
How do I contact Jennifer Strymecki?
Through Jennifer's website, www.transitionfinancial.ca.
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
- 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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