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 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer K Strong's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
February 11, 2025 - Present
KATE CAPITAL GROUP
January 12, 2024 - May 8, 2026
EAGLESON ARNDT FINANCIAL ADVISORS
March 9, 2016 - January 11, 2024
LPL FINANCIAL LLC
March 8, 2016 - January 11, 2024
LPL FINANCIAL LLC
February 13, 2015 - March 8, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 19, 2015 - March 8, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 7, 2008 - June 5, 2009
CETERA INVESTMENT SERVICES LLC
August 8, 2007 - June 5, 2009
CETERA INVESTMENT SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/11/2025)
Exams
Current Firm
KATE CAPITAL GROUP
CRD#: 334283 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 22,911,500 |
Red Flags
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