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Jennifer C

Series 66

Pittsford, NY

Beau Morgan Advisors

Jennifer Cornish is a financial advisor at Beau Morgan Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Capitol Securities Management, LPL Financial, and Sagepoint Financial. Outside of her advisory role, she volunteers as a class educator for Junior Achievement of Central Upstate NY, teaching personal finance to K-12 students. Beau Morgan Advisors serves high-net-worth individuals and corporate clients, offering financial planning, retirement-plan consulting, and portfolio management through a wrap-fee program. The firm employs a blend of fundamental and technical analysis with various investment strategies, managing a significant concentration of non-discretionary assets and publishing a subscription-based investment newsletter.

Tax-loss harvesting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting
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