Kerry Jane Ahern
Investment adviser representative at Verdence Capital Advisors, LLC
17 yearsExperience
1 stateRegistered in
$4.6BFirm assets
9 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
Experience
17 years in the industry.
- Verdence Capital Advisors, LLCJan 2026 to now
- Janney Montgomery Scott LLCJun 2025 to Dec 2025
- Fidelity InvestmentsApr 2021 to Jun 2025
- Outdoor Lighting PerspectivesOct 2018 to Apr 2021
- Morgan Stanley Smith Barney LLCJun 2009 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 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
- 3217538
- Firm CRD
- 288512