AeroLeads people directory · profile
Jennifer Mcwethy, Mba, Cpc Email & Phone Number
Founder
at
McWethy Pension Services
1 work email found
@mcwethy.com
3 phones found area 425
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Greater Seattle Area, United States, United States
Who is Jennifer Mcwethy, Mba, Cpc? Overview
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Quick answer
Jennifer Mcwethy, Mba, Cpc is listed as Founder at McWethy Pension Services, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at mcwethy.com, phone signal with area code 425, and a matched LinkedIn profile for Jennifer Mcwethy, Mba, Cpc.
Jennifer Mcwethy, Mba, Cpc previously worked as Investment Advisor at Osage Pacific Advisors, Inc. and CFO at Efx Arts. Jennifer Mcwethy, Mba, Cpc holds Certified Pension Consultant (Cpc), Qualified And Non-Qualifed Retirement Plans from American Society Of Pension Professionals And Actuaries.
Company email context
Email format at McWethy Pension Services
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{first}@mcwethy.com
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AeroLeads found 1 current-domain work email signal for Jennifer Mcwethy, Mba, Cpc. Compare company email patterns before reaching out.
Profile bio
About Jennifer Mcwethy, Mba, Cpc
Helping Americans Retire Better - Advice To keep What You've BuiltOsage Pacific Advisors, Inc. (OPA) has been providing investment advice to individual and institutional clients since 1984. OPA offers clients a full range of analytical and investment consulting services for asset management based on clients unique needs and risk tolerance. We are an experienced and established advisory firm providing investment management, retirement planning and company retirement plan services. Our clients benefit not only from the wisdom and strength of our organization, but also from a broad range of financial services: - Wealth Management - 401(k) and Pension Services - Insurance & Estate Analysis
Listed skills include Investments, 401K, Retirement Planning, Finance, and 30 others.
Current workplace
Jennifer Mcwethy, Mba, Cpc's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 32 years
Jennifer Mcwethy, Mba, Cpc work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
Osage Pacific Advisors, Inc.
McWethy Pension Services works with Osage Investment Advisors (formerly F500Advisory). We are excited about our expanding team and institutional relationships. Our Analysts remain unbiased and our clients benefit with even more financial technology innovations.
Apr 1996 - Present
Founder
Current
Mcwethy Pension Services
Over 25 years of experience providing services for over 500 qualified retirement plans and individual retirement planning. Uniquely qualified in planning industry with both hands-on experience with investments as well as retirement plan compliance, administration and planning.
1994 - Present
~32 yrs 5 mos
Cfo
Efx Arts
A volunteer donor position handling all financial aspects, acquisition of software and hardware for artists, emergency funding, contract negotiations, NDAs, marketing research, acqisition of press passes to special events (like VH1 program shoots at EMP), bookings (Paul Allen's Annual Christmas Party), development of the firms website as a free service to.
1995 - 2000
~5 yrs
Pension Analyst
Pension Analyst - TPA managing all aspects of plan administration - plan design, trust documents, document revisions for law changes, IRS and Department of Labor compliance, trust accounting, discrimination testing, allocation reconciliation and 5500 Filings. Specialized in complex combination plans for legal, accounting, medical and not-for-profit firms..
Mar 1989 - Jul 1992
Registered Representative
I began my career at SAFECO Mutual Funds on October 19, 1987, which later became know as "Black Monday" due to the severe market correction on that same day. I could only go up from there! I quickly obtained the necessary licensing and and handled about 100 calls a day. We had exceptional training in service protocol and excellence. This crash course in.
Oct 1987 - Mar 1990
4 education records
Jennifer Mcwethy, Mba, Cpc education
Certified Pension Consultant (Cpc), Qualified And Non-Qualifed Retirement Plans
American Society Of Pension Professionals And Actuaries
Bachelor'S Degree, Economics And International Business (Dual Major)
Education record
Richland High Schoold
FAQ
Frequently asked questions about Jennifer Mcwethy, Mba, Cpc
Quick answers generated from the profile data available on this page.
What company does Jennifer Mcwethy, Mba, Cpc work for?
Jennifer Mcwethy, Mba, Cpc works for McWethy Pension Services.
What is Jennifer Mcwethy, Mba, Cpc's role at McWethy Pension Services?
Jennifer Mcwethy, Mba, Cpc is listed as Founder at McWethy Pension Services.
What is Jennifer Mcwethy, Mba, Cpc's email address?
AeroLeads has found 1 work email signal at @mcwethy.com for Jennifer Mcwethy, Mba, Cpc at McWethy Pension Services.
What is Jennifer Mcwethy, Mba, Cpc's phone number?
AeroLeads has found 3 phone signal(s) with area code 425 for Jennifer Mcwethy, Mba, Cpc at McWethy Pension Services.
Where is Jennifer Mcwethy, Mba, Cpc based?
Jennifer Mcwethy, Mba, Cpc is based in Greater Seattle Area, United States, United States while working with McWethy Pension Services.
What companies has Jennifer Mcwethy, Mba, Cpc worked for?
Jennifer Mcwethy, Mba, Cpc has worked for Mcwethy Pension Services, Osage Pacific Advisors, Inc., Efx Arts, and Safeco.
How can I contact Jennifer Mcwethy, Mba, Cpc?
You can use AeroLeads to view verified contact signals for Jennifer Mcwethy, Mba, Cpc at McWethy Pension Services, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Mcwethy, Mba, Cpc attend?
Jennifer Mcwethy, Mba, Cpc holds Certified Pension Consultant (Cpc), Qualified And Non-Qualifed Retirement Plans from American Society Of Pension Professionals And Actuaries.
What skills is Jennifer Mcwethy, Mba, Cpc known for?
Jennifer Mcwethy, Mba, Cpc is listed with skills including Investments, 401K, Retirement Planning, Finance, Retirement, Leadership, Strategy, and Strategic Financial Planning.
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