Jenna KaneCRD Number: 5553887
Current Firm: Vestor Capital, LLC
Jenna Kane (CRD# 5553887) is an Investment Advisor Representative working at Vestor Capital, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Vestor Capital Securities, LLC||Chicago, IL||Sep 2014 - Current||2|
|Vestor Capital, LLC||Chicago, IL||Sep 2014 - Current||2|
|Extended Travel & Unemployed||Chicago, IL||Apr 2014 - Sep 2014||< 1|
|Goldman,sachs & Company||Chicago, IL||Sep 2013 - Apr 2014||< 1|
|Citigroup Global Markets Inc.||Evanston, IL||Jun 2010 - Aug 2013||3|
|Boston College||Chestnut Hill, MA||Sep 2006 - May 2010||3|
|Unemployment||Barrington, IL||Sep 2000 - Sep 2006||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Feb 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management540MILLIONS
Total Number of Accounts1,025ACCOUNTS
Average Account Value$526,423
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MA, NC, NE, NY, PA, TX, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.