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Jennifer Lynn Berdell

Kinloch Capital, LLC

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About Jennifer Lynn Berdell

Jennifer Lynn Berdell is an investment advisor representative associated with Kinloch Capital, LLC. She has been in the industry since 1995 and has experience with financial planning, portfolio management for individuals and pooled investment vehicles. Jennifer is registered with the state of Virginia and holds the Series 6, 7 and 63 licenses, as well as the SIE exam. Previously, Jennifer was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Jennifer Berdell is currently registered with Kinloch Capital, LLC. Kinloch Capital, LLC is a registered investment advisor located in Glen Allen, VA. They provide financial planning and portfolio management services to individuals, pooled investment vehicles, and high-net-worth individuals. They also manage assets for corporations, charitable organizations, and individuals other than high-net-worth. Kinloch Capital has approximately $218,889,819 in regulatory assets under management.
Kinloch Capital, LLC

4801 COX ROAD

GLEN ALLEN, VA 23060

$218.89M

Assets Under Management

Not reported

Total Clients

4

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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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.

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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 Berdell’s Registration & Firm History

VA

05/31/2019 - Present

Kinloch Capital, LLC (GLEN ALLEN VA)

VA

01/16/2009 - 05/28/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

VA

11/30/2005 - 01/21/2009

WACHOVIA SECURITIES, LLC (RICHMOND VA)

OH

03/27/2001 - 10/31/2002

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

VA

02/10/1998 - 10/06/1999

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

MN

05/22/1995 - 01/22/1998

COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)

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Licenses & Designations

BC

Issued 03/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/11/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lynn Berdell.
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