Skip to content

Jenny Lee Selvaggio

Investment adviser representative at Coyle
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets

Are you Jenny Lee Selvaggio? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. CoyleAug 2020 to now
  2. Coyle Financial CounselAug 2020 to now
  3. Northwestern Mutual Wealth Management CompanyAug 2019 to Jul 2020
  4. Northwestern Mutual Investment Services LLCMay 2019 to Jul 2020
  5. William Blair and Company LLCJun 2015 to Apr 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (IL).

Coyle

Legal name: Coyle Financial Counsel, LLC

$1BAssets managed
439Clients
11Advisers
44 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
6138656
Firm CRD
110593
Advisor's SEC record (opens in a new tab)
CallContact this firm