Jaclyn M Kane

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2011 → 08/2017
  Brinker Capital
  Berwyn, PA
• 09/2017 → 02/2025
  Bernardo Wealth Planning, Llc
  Harleysville, PA
• 03/2025 → 09/2025
  Gibraltar Wealth Management, Llc
  Abington, PA
• 10/2025 → 02/2026
  Lpl Financial
  Trooper, PA
• 03/2026 → Present
  Ameriprise Financial Services, Llc
  Exton, PA

Previous Registrations

• 2025-10-09 → 2026-02-11
  Lpl Financial Llc
  Trooper, PA
• 2025-03-24 → 2025-09-30
  Gibraltar Wealth Management, Llc
  Abington, PA
• 2018-02-28 → 2024-08-28
  Wellfull
  Harleysville, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-20
• S65 Uniform Investment Adviser Law Examination
  2018-02-10

Designations

• Certified Financial Planner

Other Names

• Jaclyn Kane
• Jaclyn Conboy
• Jaclyn Margaret Conboy
• Jaclyn Margaret Kane