Jena Daake

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

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

• 09/2010 → 02/2017
  At&T
  Coral Springs, FL
• 03/2017 → 01/2021
  Td Ameritrade, Inc.
  St. Louis, MO
• 02/2021 → Present
  Oppenheimer & Co. Inc.
  St. Louis, MO

Previous Registrations

• 2020-01-23 → 2021-02-02
  Td Ameritrade, Inc.
  St Louis, MO
  St. Louis, MO
• 2020-01-23 → 2021-02-02
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-01-22
• S63 Uniform Securities Agent State Law Examination
  2017-05-19

Other Names

• Jena Marie Sartori
• Jena Marie Daake