Jennifer A. Hatch
KESTRA ADVISORY SERVICES
NEW YORK, NY 10016
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CRD#: 1958077
Professional summary
Jennifer Austin Hatch, CFP®, who also goes by Jen Hatch, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in New York, New York and KESTRA INVESTMENT SERVICES, LLC located in New York, New York.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Jennifer has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jen Hatch
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.
Business Name: Great Jones Holdings LLC Investment Related: No Address: 311 North Broadway Nyack NY 10960 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 9/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Ownership and management of investment properties. Business Name: Christopher Street Financial Investment Related: Yes Address: 475 Park Avenue South Suite 2100 New York NY 10016 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 1/1/2000 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Management of all business activities and relationship management Business Name: Renaissance Properties, LLC Investment Related: No Address: 311 North Broadway Upper Nyack NY 10960 Nature of Business: Real Estate Position, Title or Relationship: Managing member Start Date: 1/1/1998 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Management of LLC Business Name: Rockland Pride Center Investment Related: No Address: 28 S Franklin St. Nyack NY 10960 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 1/10/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Running board meetings Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Making Gay History Investment Related: No Address: www.makinggayhistory.org New York NY 10012 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 8/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meetings, consulting, promotion, fundraising Business Name: CSF PARTNERS, LLC POSITION: Member NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 311 North Broadway, Nyack NY 10960 DESCRIPTION: Receives profits and incurs administrative, legal and tax expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Austin Hatch'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®
CFP®
Start date: 2010
Experience
Current
June 17, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 475 Park Avenue South Suite 2100, New York, NY 10016RIA
CRD#: 283330
NEW YORK, NY
Current
May 14, 2007 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 475 Park Avenue South Suite 2100, New York, NY 10016BD
CRD#: 42046
New York, NY
Past
May 14, 2007 - May 14, 2007
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
February 25, 2005 - May 18, 2007
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
NEW YORK, NY
Past
August 1, 2003 - May 18, 2007
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
NEW YORK, NY
Past
January 2, 2002 - January 24, 2003
NATHAN & LEWIS SECURITIES, INC.
RIA
CRD#: 8503
NEW YORK, NY
Past
January 2, 2002 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
October 27, 1997 - December 31, 2001
CHRISTOPHER STREET FINANCIAL, INC.
BD
CRD#: 10250
NEW YORK, NY
Past
August 26, 1991 - June 12, 1997
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
August 22, 1989 - August 5, 1991
JPMSI
BD
CRD#: 15733
NEW YORK, NY
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Arizona(6/16/2016)
RR
California(5/14/2007)
RR
Colorado(5/14/2007)
RR
Connecticut(5/14/2007)
RR
Delaware(5/14/2007)
RR
District of Columbia(5/14/2007)
RR
Florida(5/14/2007)
RR
Georgia(5/1/2019)
RR
Idaho(7/11/2025)
RR
Illinois(5/14/2007)
RR
Iowa(7/11/2025)
RR
Maine(2/4/2014)
RR
Maryland(10/30/2025)
RR
Massachusetts(5/14/2007)
RR
Michigan(5/14/2007)
RR
Minnesota(8/9/2021)
RR
Missouri(8/6/2019)
RR
Nevada(1/2/2014)
RR
New Hampshire(2/3/2010)
RR
New Jersey(5/14/2007)
RR
New York(5/14/2007)
IAR
New York(6/17/2021)
RR
North Carolina(9/28/2012)
RR
Ohio(5/14/2007)
RR
Oregon(8/13/2013)
RR
Pennsylvania(5/14/2007)
RR
Rhode Island(4/6/2016)
RR
South Carolina(2/9/2016)
RR
Tennessee(1/10/2017)
RR
Texas(6/4/2007)
IAR
Texas(7/26/2023)
RR
Utah(7/29/2025)
RR
Vermont(7/11/2008)
RR
Virginia(10/1/2014)
RR
Washington(3/28/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
