Jenna Washatka Jd

Director, Advanced Sales at Penn Mutual

Jenna Washatka JD, CLU®, ChFC® has a diverse work experience in the financial and legal sectors. Jenna currently holds the position of Director, Advanced Sales at Penn Mutual, where they began in October 2023. Prior to that, they worked as a Senior Advanced Planning Consultant at AuguStar Life from July to October 2023.

From 2014 to 2023, Jenna worked at Ohio National Financial Services, starting as an Advanced Planning Consultant in November 2014 and then progressing to Senior Advanced Planning Consultant in January 2020. At Ohio National Financial Services, they provided expert advice and guidance for high net worth clients on estate planning and other advanced planning strategies.

Before joining Ohio National Financial Services, Jenna worked as an Associate Attorney at Estate and Business Plan Strategies LLC from December 2012 to February 2014. In this role, they specialized in drafting wills, trusts, and other estate planning documents. Jenna also conducted risk assessments and analyzed business entity structure proposals for high net worth clients. Additionally, Jenna administered probate estates and drafted pleadings for fiduciary litigation.

Overall, Jenna Washatka JD, CLU®, ChFC® brings a wealth of experience in advanced planning and legal expertise to their current role as Director, Advanced Sales at Penn Mutual.

Jenna Washatka JD, CLU®, ChFC® completed their Juris Doctorate degree in Law at the University of Cincinnati College of Law from 2009 to 2012. Prior to that, they obtained a Bachelor of Arts degree in Philosophy and Communications from Cedarville University, which they attended from 2004 to 2008. Jenna also attended Dayton Christian High School from 2000 to 2004. In addition to their education, they hold several certifications, including CLU® and ChFC® from The American College of Financial Services, which they obtained in 2017 and 2018 respectively. Jenna is licensed by the Supreme Court of Ohio with an Ohio Bar License obtained in 2015 and also holds an inactive Maryland Bar License from the Maryland Judiciary obtained in 2012. Furthermore, Jenna possesses a Series 7 License from FINRA, although the specific year of obtaining is not mentioned.

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Timeline

  • Director, Advanced Sales

    October, 2023 - present

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