JE
Jo Ellen Fritz
CRD 4595772
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Balanced Financial Planning, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Balanced Financial Planning, Inc.
President And Chief Compliance Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗