Jennifer Lynn Kane

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 01/2018
  Hawkshaw, Llc
  New York, NY
• 02/2018 → 07/2020
  Greenwich Associates
  Stamford, CT
• 11/2020 → Present
  Westchester Benefit Group, Inc
  New York, NY
• 07/2020 → 11/2020
  Unemployed
  New Canaan, CT
• 11/2020 → Present
  Kestra Advisory Services, Llc
  Valhalla, NY
• 11/2020 → Present
  Kestra Investment Services, Llc
  Valhalla, NY

Previous Registrations

• 2009-04-24 → 2012-04-25
  Hedgeye Risk Management, Llc
  Stamford, CT

Other Businesses

Name: Westchester Benefit Group aka Waterway Wealth Advisors Investment Related: Yes Address: 500 Summit Lake Drive Valhalla NY 10595 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Registered Field Assistant; Insurance Position, Title or Relationship: Field Assistant to start Start Date: 11/15/2020 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sell insurance, help on financial planning biz after licensed Name: Waterway Wealth Advisors Investment Related: Yes Address: 25 Whiffle Tree Lane New Canaan CT 06840 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Director of Wealth Management Start Date: 5/4/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Independent investment advisor and client fiduciary. Financial planning, wealth management and investment advisory, insurance, divorce financial advisory, estate planning. Name: KESTRA ADVISORY SERVICES POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 50 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2021 ADDRESS: 25 Whiffle Tree Lane, New Canaan CT 06840, United States DESCRIPTION: New business acquisition and advisory Name: JENNIFER KANE-VRBO AND AIRBNB POSITION: I own the house NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 15 Ardis Lane, Landgrove VT 05148, United States DESCRIPTION: Paying maintenance and mortgage on the house Name: GREEN MOUNTAIN MEDIA GROUP LLC POSITION: President NATURE: Publishing - local magazine business INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 15 Ardis Lane, Weston VT 05161, United States DESCRIPTION: To review the financials, semi-annually

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-19
• S65 Uniform Investment Adviser Law Examination
  2021-03-11

Other Names

• Jennifer Lynn White
• Jennifer Lynn Piper
• Jennifer Lynn Piper
• Jennifer Lynn Kane
• Jennifer Lynn White
• Jen Kane Paterson