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 5 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Vestor Capital Securities, LLC||Chicago, IL||Sep 2014 - Current||3|
|Vestor Capital, LLC||Chicago, IL||Sep 2014 - Current||3|
|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
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