Jennifer Rouse

Director of Operations & Chief Compliance Officer @ Summitry arrow icon

About Jennifer Rouse

Jennifer Rouse is the Director of Operations & Chief Compliance Officer at Summitry, known for her extensive background in business administration and compliance.

Known information

Jennifer Rouse serves as the Director of Operations & Chief Compliance Officer at Summitry, having joined the company in 2005. She graduated summa cum laude with a Bachelor of Science in Business Administration from Western International University. Prior to her current role, she worked as a portfolio administrator for Stafford Capital Management, LLC. Jennifer lives in Alameda with her husband, Roger, and has a passion for the creative arts, including painting and crafts. She is also an avid reader and enjoys baking. Her love for travel and adventure stems from her experiences traveling to various countries during her father’s service in the Air Force.

About Summitry

Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.

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