Jennifer K. Strong

EAGLESON ARNDT FINANCIAL ADVISORS

Thousand Oaks, CA 91360

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CRD#: 2263721

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.

1. 11/20/2018 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 10/01/2018 - 3 hours/month - 0 hours during trading. 2. 10/02/2019 - California Lutheran University School of Management - Not investment related - Non-Profit Board Member - start date:09/04/2018 - 1 hr/mo - 0 hrs during trading.

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

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

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

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)

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 66

Date: 2/12/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/2015

General Securities Representative Examination

Current Firm

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)

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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

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 Accounts	398
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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

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Jennifer K. Strong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer K Strong's CRS (Customer Relationship Summary).

Certified licenses

Experience

KATE CAPITAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/17/2015

Current Firm

EAGLESON ARNDT FINANCIAL ADVISORS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLESON ARNDT FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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