Jenny BoykeCRD Number: 4574460
Current Firm: Kovitz Investment Group Partners, LLC
Jenny Boyke (CRD# 4574460) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 15 years of experience in the finance industry. Jenny Boyke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Kovitz Investment Group Partners, LLC||Chicago, IL||Jan 2016 - Current||1|
|Kovitz Securities, LLC||Chicago, IL||Mar 2007 - Current||10|
|Kovitz Investment Group, LLC||Chicago, IL||Mar 2007 - Dec 2015||8|
|N/a||Chicago, IL||Feb 2007 - Feb 2007||< 1|
|Rsm Mcgladrey, Inc.||Chicago, IL||Nov 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2004|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management2,657MILLIONS
Total Number of Accounts3,100ACCOUNTS
Average Account Value$857,208
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IL, IN, MA, MI, MN, NC, NJ, NY, PA, TX, VA, WA, WI
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