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Jennifer Elise Ziesk

Kilter Group

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About Jennifer Elise Ziesk

Jennifer Elise Ziesk is an Investment Advisor Representative at Kilter Group. Jennifer has been in the financial industry for over 18 years and has a proven track record of helping clients achieve their financial goals. Jennifer is licensed to provide investment advice in Texas. Jennifer specializes in financial planning, portfolio management, and consulting. She has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. Jennifer is committed to providing her clients with personalized service and helping them make informed decisions about their financial future.

Firm Information

Jennifer Ziesk is currently registered with Kilter Group. Kilter Group is a registered investment advisor with approximately $181 million in regulatory assets under management. The firm provides investment advisory services to high-net-worth individuals, individuals other than high-net-worth, and a variety of other client types. Kilter Group offers a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors.

$181.26M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Ziesk’s Registration & Firm History

NY

05/02/2024 - Present

Kilter Group (RHINEBECK NY)

TX

01/20/2010 - 06/11/2020

BFT FINANCIAL GROUP, LLC (ROCKWALL TX)

TX

04/01/2008 - 01/15/2010

INVESTMENT PROFESSIONALS, INC. (ROCKWALL TX)

TX

11/26/2004 - 04/04/2008

NYLIFE SECURITIES LLC (ROCKWALL TX)

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Licenses & Designations

IA

Issued 09/04/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Elise Ziesk.
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