About Jadah
As an associate wealth advisor who supports multiple advisory teams, Jadah’s primary responsibility is to ensure continuity and consistency in client interactions, especially when her team members are on leave and when new personnel join the firm.
When team members need time away for various reasons, Jadah assumes the full spectrum of duties carried out by the associate wealth advisor role. In addition, Jadah helps establish best practices and facilitates the seamless integration of new associates. She contributes her knowledge and experience in the financial planning industry by assisting with training for new associates within her designated teams and stepping in when their clients require assistance.
Prior to joining Buckingham in January 2023, Jadah was an associate financial planner for RTD Financial Advisors in Philadelphia. Over her career, she also held an associate advisor role at a boutique firm in New York City and worked as a client service associate for Oppenheimer & Co. Inc. She’s also spent time as a financial writer for Financial Advisor Magazine, where she wrote articles on the latest topics in the financial planning industry. Jadah graduated from Rutgers University with a bachelor’s degree in communication and information and a bachelor’s degree in English. She completed the CERTIFIED FINANCIAL PLANNER™ certificate program at Farleigh Dickinson University.
Originally from New Jersey, Jadah serves on the National Association for Personal Financial Advisors (NAPFA)’s Genesis board, which is a professional community that supports early career advisors. In her free time, she enjoys traveling with her husband, trying out new recipes and spending time on any kind of boat!
As an associate wealth advisor who supports multiple advisory teams, Jadah’s primary responsibility is to ensure continuity and consistency in client interactions, especially when her team members are on leave and when new personnel join the firm.
When team members need time away for various reasons, Jadah assumes the full spectrum of duties carried out by the associate wealth advisor role. In addition, Jadah helps establish best practices and facilitates the seamless integration of new associates. She contributes her knowledge and experience in the financial planning industry by assisting with training for new associates within her designated teams and stepping in when their clients require assistance.
Prior to joining Buckingham in January 2023, Jadah was an associate financial planner for RTD Financial Advisors in Philadelphia. Over her career, she also held an associate advisor role at a boutique firm in New York City and worked as a client service associate for Oppenheimer & Co. Inc. She’s also spent time as a financial writer for Financial Advisor Magazine, where she wrote articles on the latest topics in the financial planning industry. Jadah graduated from Rutgers University with a bachelor’s degree in communication and information and a bachelor’s degree in English. She completed the CERTIFIED FINANCIAL PLANNER™ certificate program at Farleigh Dickinson University.
Originally from New Jersey, Jadah serves on the National Association for Personal Financial Advisors (NAPFA)’s Genesis board, which is a professional community that supports early career advisors. In her free time, she enjoys traveling with her husband, trying out new recipes and spending time on any kind of boat!