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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Jennifer K Strong

Jennifer K. Strong

EAGLESON ARNDT FINANCIAL ADVISORS
Thousand Oaks, CA 91360
Some features on this profile are disabled
CRD#: 2263721
Jennifer K Strong

Professional summary

Jennifer K Strong, CFP®, who also goes by Jennifer K Purdy, Jennifer Kate Purdy, Jennifer Kate Smith, is a registered financial advisor currently at EAGLESON ARNDT FINANCIAL ADVISORS located in Thousand Oaks, California and KATE CAPITAL GROUP located in Thousand Oaks, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jennifer has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Jennifer K Purdy | Jennifer Kate Purdy | Jennifer Kate 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer K Strong'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

January 12, 2024 - Present

EAGLESON ARNDT FINANCIAL ADVISORS

Office #1: 100 E. Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360
RIA
CRD#: 134098
Thousand Oaks, CA
Current

February 11, 2025 - Present

KATE CAPITAL GROUP

RIA
CRD#: 334283
THOUSAND OAKS, CA
Past

March 9, 2016 - January 11, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
WESTLAKE VILLAGE, CA
Past

March 8, 2016 - January 11, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
WESTLAKE VILLAGE, CA
Past

February 13, 2015 - March 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WESTLAKE VILLAGE, CA
Past

January 19, 2015 - March 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WESTLAKE VILLAGE, CA
Past

January 7, 2008 - June 5, 2009

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
VENTURA, CA
Past

August 8, 2007 - June 5, 2009

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
VENTURA, CA

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
California
(1/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/17/2015
General Securities Representative Examination

Current Firm

EA
EAGLESON ARNDT FINANCIAL ADVISORS
EAGLESON ARNDT FINANCIAL ADVISORS | VICTORIA EAGLESON ARNDT | EAGLESON ARNDT FINANCIAL ADVISORS, LLC

CRD#: 134098 / SEC#: 801-132373

California
Registered Investment Advisory firm - (2/7/2001 Approved)
Texas
Registered Investment Advisory firm - (3/15/2017 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 E. Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360
Mailing Address
Phone number
(805) 496-8450
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-SEC REGISTRATION (3/11/2025)

Regulatory assets under management

Total Number of Accounts398
AUM (Assets Under Management)$ 121,288,000

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.

Company Information

EAGLESON ARNDT FINANCIAL ADVISORS

CRD#: 134098Thousand Oaks, CA 91360

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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