Jennifer Kast, financial advisor Centennial CO
88 score

Jennifer Kast

CRD Number: 6054063
Current Firm: Nfp Advisor Services, LLC

Jennifer Kast (CRD# 6054063) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Centennial, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Advisor Services Austin, TX Aug 2015 - Apr 2016 < 1
Nlightened Financial, LLC Durango, CO Oct 2014 - Aug 2015 < 1
Unemployed Aurora, CO Jul 2013 - Oct 2014 1
J.p. Morgan Securities LLC Aurora, CO Oct 2012 - Jul 2013 < 1
Jpmorgan Chase Bank Aurora, CO Jun 2011 - Jul 2013 2
Chase Investment Services Corp Aurora, CO Mar 2012 - Oct 2012 < 1
Neapolitan Carwash Naples, FL May 2011 - Jun 2011 < 1
Unemployed Santiago, Sep 2010 - May 2011 < 1
John A Rothchild, D.d.c., P.c. Durango, CO Aug 2009 - Sep 2010 1
The Craig Law Firm Durango, CO Aug 2008 - Sep 2010 2
Miller, Agro & Robbins, LLC Durango, CO Aug 2008 - Aug 2009 1
Fort Lewis College Durango, CO Aug 2004 - May 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Jennifer E. Kast
Phone Number: 512-697-6000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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