Jenifer Koch
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- FacetFeb 2026 to now
- Allegheny Financial GroupJul 2023 to Feb 2026
- Fidelity InvestmentsAug 2022 to Jul 2023
- Sagepoint Financial, Inc.May 2021 to Aug 2022
- Wealth Enhancement Advisory Services, LLCApr 2021 to Jun 2021
- Wealth Enhancement Brokerage ServicesApr 2021 to Jun 2021
- LPL Financial, LLCJul 2020 to Jun 2021
- Wealth Enhancement GroupJul 2020 to Jun 2021
- BNY MellonMar 2020 to Jul 2020
- Shannopin Country ClubFeb 2020 to Jun 2020
- S.R. Snodgrass P.C.Nov 2019 to Feb 2020
- Champion Force AthleticsSep 2017 to Dec 2021
- Bb&t Securities, LLCAug 2017 to Oct 2019
- CssiJun 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Facet
Legal name: Facet Wealth, Inc
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6851233
- 285961