Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Jo Kielczewski

THE Westchester Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Jo Kielczewski

Jennifer Kielczewski is an investment advisor representative at The Westchester Group, LLC. Jennifer has been in the industry since 2005. Jennifer is a registered investment advisor in Ohio. Jennifer has experience working with high net worth individuals and corporations or other businesses.

Firm Information

Jennifer Kielczewski is currently registered with THE Westchester Group, LLC. THE Westchester Group, LLC is an investment advisor registered with the SEC. They manage approximately $166,549,970 in regulatory assets under management for 26 clients. Their services include portfolio management for individuals and businesses. They primarily work with corporations and high-net-worth individuals, managing $157,512,553 for 15 corporate clients and $9,037,417 for 11 high-net-worth individuals.

$166.55M

Assets Under Management

Not reported

Total Clients

2

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Kielczewski’s Registration & Firm History

OH

08/24/2018 - Present

THE Westchester Group, LLC (OTTAWA HILLS OH)

OH

11/08/2005 - 01/12/2015

FIFTH THIRD SECURITIES, INC. (TOLEDO OH)

Not sure if Jennifer Jo Kielczewski is right for you?

Licenses & Designations

BC

Issued 03/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Jo Kielczewski.
Not sure if Jennifer Jo Kielczewski is right for you?