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Jennifer Tracey Kirby

Alera Investment Advisors, LLC

West Chester, PA

Deerfield, IL

Wilmington, DE

Trinity Investment Advisors, LLC

West Chester, PA

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Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-05-22
  • DE RA
    APPROVED
    Since 2025-05-22

Branch Locations

136 N Church Street, West Chester, PA 19380 • United States

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Wilmington, DE • United States

Trinity Investment Advisors, Llc

136 North Church, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-06-07
  • PA RA
    APPROVED
    Since 2012-06-07

Branch Locations

136 North Church, West Chester, PA 19380 • 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
Alera Investment Advisors, Llc Wilimington DE 05/2025 Present
Trinity Investment Advisors, Llc West Chester PA 06/2012 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-15
S63 Uniform Securities Agent State Law Examination 2003-09-26
  • S65 Uniform Investment Adviser Law Examination
    2006-05-15
  • S63 Uniform Securities Agent State Law Examination
    2003-09-26
Other Names
  • Jennifer Tracey Smith
  • Jennifer T Kirby

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
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