Jennifer Rouse

Director of Operations & Chief Compliance Officer

About Jennifer

Jennifer oversees the operational activities of the Summitry and serves as the firm’s Chief Compliance Officer. Her primary responsibilities include Human Resources, Summitry’s performance reporting, oversight of client administration, invoicing and reporting. Jennifer is also in charge of designing and implementing internal controls, and policies and procedures to assure compliance with all laws and regulations.

Jennifer has been working in the financial services industry since 1997. Prior to joining Summitry in 2005, Jennifer was a portfolio administrator for Stafford Capital management, LLC. Jennifer graduated summa cum laude with a Bachelor’s of Science in Business Administration from Western International University.

She lives in Alameda with her husband, Roger.

Q & A

  • What does “living your best Bay Area Life” mean to you?

    Living life to the fullest! Enjoying all that the Bay Area has to offer with the amazing weather and outdoor activities, the culture and art and of course the incredible restaurants.
  • What are your favorite pursuits outside of work?

    I enjoy creative arts: painting and crafts…even though I am not that good at it. I am an avid reader and love to bake. I traveled to many different countries with my family when my Dad was in the Air Force and I still love to expand my perspective and have adventures while visiting new places.
  • What are some of the challenges you face living in the Bay Area?

    Traffic!!! It’s crazy how much it has changed and it doesn’t matter what time of day or day of the week it is.
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Saad Bajwa

Financial Planning Associate