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Jennifer Tanck

Executive Vice President at Pensionmark Financial Group

Professional Background

Jennifer Tanck currently serves as the Executive Vice President and Chief Compliance Officer of Pensionmark Financial Group, a leading organization in the retirement services industry. In this pivotal role, she is dedicated to enhancing the firm's compliance program and operational framework. With a focus on establishing streamlined processes, Jennifer collaborates closely with Pensionmark's affiliate advisors to provide essential infrastructure and support services that foster success and compliance efficiency.

Before her impactful tenure at Pensionmark Financial Group, Jennifer held the position of Senior Vice President of Client Service Delivery at Aspire Financial Services, an independent recordkeeper. She expertly oversaw all Client Service and Operations divisions, playing a vital role in implementing a cohesive client engagement model. This innovative approach emphasizes a single-threaded service experience designed to enhance client satisfaction within the open-architecture retirement space.

Jennifer's professional journey also includes her time as President and Chief Compliance Officer at Independent Financial Partners (IFP), which is recognized as LPL Financial's largest hybrid Registered Investment Advisor (RIA) firm. During her time at IFP, she significantly contributed to the growth of the firm's extensive network of advisors while overseeing various crucial leadership positions in Operations and Compliance. Her hands-on approach and strategic insight were instrumental in fortifying the firm’s retirement and wealth management services.

In her earlier career, Jennifer served as a registered representative and OSJ Manager for another broker/dealer, where she gained a wealth of knowledge and skills that positioned her well for future leadership roles. Additionally, she has extensive experience in both Big Four accounting and prestigious law firm environments, focusing primarily on securities, business, and tax law, further enriching her professional background.

Education and Achievements

Jennifer Tanck's educational accomplishments are as impressive as her professional milestones. She holds a Bachelor of Science in Management Information Systems from the University of South Florida, where she mastered the integration of technology and management practices. Her commitment to academic excellence culminated in her graduation magna cum laude from Stetson University College of Law, where she specialized in Tax and Securities Law as part of her Juris Doctorate studies.

Her continuous pursuit of knowledge and professional development is evident in the extensive list of qualifications she has achieved throughout her career. Jennifer has successfully passed several relevant licensing exams, including the Series 7, 24, 62, 63, 65, and 66, as well as the Florida Bar exam, positioning her as an expert within her field.

Achievements

Jennifer is not only known for her professional contributions but also for her active involvement in the community and the industry at large. She is a proud member of the Florida Bar and various civic and professional organizations, demonstrating her commitment to upholding the standards of the legal profession. Her dedication to excellence and leadership did not go unnoticed; she was recognized as a finalist for the prestigious Tampa Bay Business Journal's 2012 Tampa Bay Business Woman of the Year, highlighting her influence and impact within the business community.

tags([

Chief Compliance Officer

Client Service Delivery

Pensionmark Financial Group

Independent Financial Partners

Aspire Financial Services

Management Information Systems

Stetson University College of Law

Florida Bar

Leadership

Retirement Services

Compliance Program

Retirement Planning

Financial Services

Experienced Executive

Business Law

Securities Law

Tax Law

Civic Engagement

Professional Development

Women in Business

Business Woman of the Year

Related Questions

How did Jennifer Tanck's experience at KPMG shape her approach to compliance in financial services?
In what ways has Jennifer Tanck's education in Management Information Systems contributed to her leadership role at Pensionmark Financial Group?
How has Jennifer Tanck leveraged her background in law to enhance compliance at Pensionmark Financial Group?
What innovative strategies did Jennifer Tanck implement at Aspire Financial Services to improve client engagement?
How does Jennifer Tanck's experience at Independent Financial Partners inform her current role as Chief Compliance Officer?
Jennifer Tanck
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Location

Greater Tampa Bay Area