JK
Janet L. Kendall
MISSIONSQUARE RETIREMENT
West Hartford, CT
Some features on this profile are disabled
CRD#: 1173645
JK
Professional summary
Janet L Kendall, ChFC®, who also goes by Jan Kendall, Janet Louise Kendall, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in West Hartford, Connecticut and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Janet has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jan Kendall | Janet Louise Kendall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Relationship Management Leader. Start Date: 9/2/2025. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.
CRS (Client Relationship Summary) - RIA
Click below to view Janet L Kendall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 5, 2025 - Present
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
West Hartford, CT
Current
September 5, 2025 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240BD
CRD#: 23189
Washington, DC
Past
December 12, 2020 - January 31, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
HAMDEN, CT
Past
August 15, 2013 - January 31, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
HAMDEN, CT
Past
December 5, 1994 - August 21, 2012
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
November 28, 1989 - February 16, 1993
AELTUS CAPITAL, INC
BD
CRD#: 24928
HARTFORD, CT
Past
March 27, 1987 - December 21, 1989
AETNA FINANCIAL SERVICES, INC.
BD
CRD#: 13255
HARTFORD, CT
Past
August 18, 1983 - December 16, 1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
Registered Investment Advisory firm - (1/19/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/10/2025)
RR
Connecticut(9/5/2025)
IAR
Connecticut(9/5/2025)
RR
Delaware(9/10/2025)
RR
District of Columbia(9/10/2025)
RR
Florida(9/10/2025)
RR
Georgia(9/10/2025)
RR
Illinois(9/10/2025)
RR
Indiana(9/10/2025)
RR
Kentucky(9/10/2025)
RR
Maine(9/10/2025)
RR
Maryland(9/10/2025)
RR
Massachusetts(9/10/2025)
RR
Michigan(9/10/2025)
RR
Mississippi(9/10/2025)
RR
New Hampshire(9/10/2025)
RR
New Jersey(9/10/2025)
RR
New York(9/10/2025)
RR
North Carolina(9/10/2025)
RR
Ohio(9/11/2025)
RR
Pennsylvania(9/10/2025)
RR
Rhode Island(9/10/2025)
RR
South Carolina(9/10/2025)
RR
Tennessee(9/10/2025)
RR
Vermont(9/10/2025)
RR
Virginia(9/10/2025)
RR
West Virginia(9/10/2025)
RR
Wisconsin(9/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
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Contact information
Main Address
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240
Mailing Address
Phone number
(202) 962-4600
Established
Firm type
Fiscal year end
# of Employees
599
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
