JK
JK

Jennifer Dee Kenning

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
56 clients
Average Client Portfolio
$14.0M average
Assets Under Management
$782.3M

Fee Structure

Minimum Annual Fee:$50,000
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Location

1001 Bannock St, 3rd Floor, Denver, CO, 80204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer receives 30% of estimated annual fees for new clients. This activity is related to her advisory role.

Employment History
Current Registrations
Align Impact, LLC
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Abacus Wealth Partners
January 2015 - January 2017 · 2 yrs
Aspiriant, LLC
May 2009 - November 2014 · 5 yrs 6 mos
State Registrations3 states
CACOTX
Advisor
Exams
No exam information available for this advisor.