Jennifer Lee Kritz

Current Employers

Employment History

• 09/2014 → 06/2020
  Voya Financial Advisors
  Manchester, IA
• 06/2020 → 06/2024
  Securities America, Inc.
  Manchester, IA
• 06/2020 → 06/2024
  Securities America Advisors
  Manchester, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Manchester, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Manchester, IA

Previous Registrations

• 2020-06-01 → 2024-06-14
  Securities America Advisors, Inc.
  Manchester, IA
  Manchester, IA
• 2012-06-05 → 2020-06-08
  Voya Financial Advisors, Inc.
  Des Moines, IA
  Red Oak, IA
  Manchester, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
  Hiawatha, IA
  Nevada, IA
• 2006-02-03 → 2012-06-07
  Sii Investments, Inc.
  Waterloo, IA
  Manchester, IA

Other Businesses

1. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 33 SECURITIES TRADING HOURS: 33 START DATE: 06/01/2020 ADDRESS: 118 W MAIN ST STE 6, Manchester IA 52057 DESCRIPTION: Solicit based on client needs. 2. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2020 ADDRESS: 118 W MAIN ST STE 6, Manchester IA 52057 DESCRIPTION: Notarize documents as necessary. Solicit based on client needs. 3. JENNIFER KRITZ, REP PAYEE POSITION: Rep Payee NATURE: Social Security Disability Representative Payee for Kathryn Mitchell INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2019 ADDRESS: 1295 190th Avenue, Edgewood IA 52042 DESCRIPTION: I am the Rep Payee for Kathryn Mitchell. Kathryn's mom, Robin Stone, was one of my closest friends and when she was diagnosed with [REDACTED] in late September 2019, she asked me to be Kathryn's rep payee in her place. This type of [REDACTED]is a death sentence and it had progressed very rapidly. Unfortunately, they had no family or other friends capable of doing this for Kathryn. Robin passed away in early November 2019 - just a short time after her diagnosis. During this time, I became Kathryn's rep payee as her mother requested. It was the last thing that I was able to do to comfort my dying friend. This was an approved OBA at my previous broker dealer, and I made this OBA known to those I spoke with back in April and May 2020 before coming to Securities America and was told it would not be an issue. Apparently, this approval request was lost somewhere along the way. 4. KRITZ FINANCIAL SERVICES POSITION: Owner NATURE: DBA Name for marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 100 START DATE: 05/29/2020 ADDRESS: 118 West Main Street, Ste. 6, Manchester IA 52057, United States DESCRIPTION: Marketing name for investment business 5. KEITH & JENNIFER KRITZ POSITION: Joint Land Owner NATURE: Real Estate is farm land owned jointly with spouse. Rent will be collected from this farm land. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2025 ADDRESS: 1295 190th Avenue, Edgewood IA 52042, United States DESCRIPTION: Paperwork associated with rental contract, property improvements

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-31
• S63 Uniform Securities Agent State Law Examination
  2005-08-17

Other Names

• Jennifer Lee Taken