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Jennifer Z
Series 63, Series 65
Rockwall, TX
Kilter Group
Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked at Lifetime Wealth Management P.C. and BFT Financial Group, LLC. In addition to her advisory role, she is licensed as an insurance agent, spending less than 10% of her time on this activity. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and uses technology-enabled tools for portfolio management and financial planning across multiple offices.
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