Jennifer Lynn Kane
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
3 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Advisory Services, LLCNov 2020 to now
- Kestra Investment Services, LLCNov 2020 to now
- Westchester Benefit Group, IncNov 2020 to now
- UnemployedJul 2020 to Nov 2020
- Greenwich AssociatesFeb 2018 to Jul 2020
- Hawkshaw, LLCJul 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, VT).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3117004
- Firm CRD
- 283330