Jennifer Elise Ziesk
Investment adviser representative at Kilter Group
16 yearsExperience
1 stateRegistered in
$277.4MFirm assets
2 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 assetsFixed 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
16 years in the industry.
- Kilter Group LLCApr 2024 to now
- Lifetime Wealth Mangement P.C.Jun 2020 to Mar 2024
- Bft Financial Group, LLCJan 2010 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kilter Group
Legal name: Kilter Group LLC
$277.4MAssets managed
413Clients
7Advisers
2 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
- 4810415
- Firm CRD
- 330356