Jennifer K Walenter
Investment adviser representative at Keystone Financial Services
16 yearsExperience
2 statesRegistered in
$379.2MFirm assets
6 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
- Seminars and workshops
Experience
16 years in the industry.
- Keystone Financial ServicesJun 2025 to now
- Keystone Financial ServicesApr 2024 to May 2025
- Edward JonesNov 2010 to Apr 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Keystone Financial Services
$379.2MAssets managed
298Clients
4Advisers
6 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
- 5863891
- Firm CRD
- 310623