Jen Neely

Sr. Financial Planning Consultant

541-757-7701
541-752-5133
jen@nw-financial.com

In her role as a Sr. Financial Planning Consultant at LPL Financial, Jen supports Financial Advocates where she assists in developing and executing comprehensive financial plans. As a member of the LPL Financial Planning Group, Jen partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals. LPL’s Financial Planning Group is not affiliated with Northwest Financial Group, LLC.

Jen’s financial services career began in 2019 where she served various roles in financial planning prior to joining LPL Financial in 2025. She has worked as a financial planner working closely with advisors developing, presenting, and implementing their client’s financial plans. Jen received her Bachelor of Science in Corporate Finance from Salisbury University and is a CFP® practitioner. She also holds a Series 66 and Series 7 license.