Jennifer T. Kirby

TRINITY INVESTMENT ADVISORS

West Chester, PA 19380

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CRD#: 1699098

Professional summary

Jennifer Tracey Kirby, who also goes by Jennifer T Kirby, Jennifer Tracey Smith, is a registered financial advisor currently at TRINITY INVESTMENT ADVISORS, LLC located in West Chester, Pennsylvania and ALERA INVESTMENT ADVISORS, LLC located in Wilmington, Delaware.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jennifer has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer T Kirby | Jennifer Tracey Smith

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.

EMPLOYED AS A RELATIONSHIP MANAGER WITH STANDARD RETIREMENT SERVICES (SRS) SINCE 01/2010 AND REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH STANCORP INVESTMENT ADVISERS (SIA) SINCE 01/2007. BOTH ENTITIES ARE AFFILIATES OF STANCORP EQUITIES, INC. AND ALL HOME OFFICES ARE LOCATED AT 1100 SW SIXTH AVE, PORTLAND, OR 97204. DEVOTES APPROXIMATELY 10-15 HRS WEEKLY DURING BUSINESS HOURS ON INVESTMENT-RELATED ADVISORY WORK FOR SIA. THE REMAINING BUSINESS HRS AT SRS ARE DEVOTED TO INVESTMENT-RELATED SERVICE TO EXISTING STANDARD RETIREMENT PLANS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Tracey Kirby's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 7, 2012 - Present

TRINITY INVESTMENT ADVISORS, LLC

Office #1: 136 North Church, West Chester, PA 19380

RIA

CRD#: 141039

West Chester, PA

Current

May 22, 2025 - Present

ALERA INVESTMENT ADVISORS, LLC

Office #2: 136 N Church Street, West Chester, PA 19380

RIA

CRD#: 287906

Wilmington, DE

Past

January 1, 2007 - May 30, 2012

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

WILMINGTON, DE

Past

January 1, 2007 - May 30, 2012

STANCORP EQUITIES, INC.

CRD#: 19517

WAYNE, PA

Past

May 23, 2006 - January 1, 2007

INVESMART ADVISORS INC

RIA

CRD#: 108731

WILMINGTON, DE

Past

October 2, 2002 - January 1, 2007

INVESMART SECURITIES, LLC

CRD#: 104168

WILMINGTON, DE

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".

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 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.

Highlighted states indicate IAR registrations

IAR

Delaware
(5/22/2025)

IAR

Pennsylvania
(6/7/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/1/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

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Contact information

Main Address

Three Parkway North Suite 500, Deerfield, IL 60015-2567

Mailing Address

Phone number

(847) 457-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/1/2025)

Regulatory assets under management

Total Number of Accounts	3,097
AUM (Assets Under Management)	$ 3,572,112,624

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer T. Kirby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Tracey Kirby's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALERA INVESTMENT ADVISORS, LLC

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

Primary Firm SEC Registration

ALERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2006

Series 63

Date: 9/26/2003

Series 6

Date: 10/1/2002

Current Firm

ALERA INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALERA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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