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Jennifer Ann Huelsman

Cerity Partners LLC

New York, NY

Louisville, KY

Cerity Partners Retirement Plan Consultants

Louisville, KY

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-30
  • KY RA
    APPROVED
    Since 2023-04-30

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

2201 High Wickham Place, Louisville, KY 40245 • United States

Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-25
  • KY RA
    APPROVED
    Since 2023-04-25

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Argi Investment Services Louisville KY 02/2011 04/2023
Cerity Partners Louisville KY 04/2023 Present
  • 02/2011 → 04/2023
    Argi Investment Services
    Louisville, KY
  • 04/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
Other Businesses

Home of the Innocents, Non Inv. Related, Board Member and Program Comm Member, 1-5 hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-09
  • S65 Uniform Investment Adviser Law Examination
    2012-03-09
Designations
Other Names
  • Jennifer Ann Butt

View on SEC IAPD

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