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Jennifer K

Series 63, Series 65

Weston, VT

Kestra Advisory

Jennifer Kane is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2020, with prior roles at Greenwich Associates, Hawkshaw, LLC, and Hedgeye Risk Management, LLC. Outside of her advisory work, Kane is president of Green Mountain Media Group LLC, a local magazine publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, and supports a broad range of investment solutions through multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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