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Jennifer Kennedy Ontko

Captrust

Minneapolis, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-07
  • MN RA
    APPROVED
    Since 2026-07-07

Branch Locations

333 South Seventh Street Suite 2900, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinancial Partners, Llc. (Captrust) Raleigh NC 08/2024 04/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 04/2026 Present
Cbiz, Inc. Cleveland OH 05/2002 07/2024
  • 08/2024 → 04/2026
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 04/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 05/2002 → 07/2024
    Cbiz, Inc.
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-06
  • S65 Uniform Investment Adviser Law Examination
    2026-07-06
Other Names
  • Jennifer Joan Kennedy

View on SEC IAPD

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