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Paladin Research Report For:

Jessie Doll

ReFrame Wealth

3251 Old Lee Highway Suite 502
Fairfax, VA 22030
571-895-2998

About Jessie Doll

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.

See Disclosures

General Information

No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Arts - Spanish
  • Wake Forest University
    09/01/2001 -05/31/2005
Master of Arts - International Development
  • The George Washington University
    09/01/2006 -05/30/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.reframewealth.com/wp-content/uploads/2021/05/FormCRS_ReFrame_20210506.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890186/paladinregistry-ReFrame-Wealth-detailed-disclosure.html

Disclaimer

ReFrame Wealth, LLC (ReFrame Wealth) is a registered investment advisor with the SEC. Please visit our website http://www.reframewealth.com for important disclosures. ReFrame Wealth and its advisors do not provide legal, accounting, or tax advice. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied upon as such.

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