Jennifer L. Berdell

KINLOCH CAPITAL

Glen Allen, VA 23060

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CRD#: 2580436

Professional summary

Jennifer Lynn Berdell, CFP®, who also goes by Jennifer Lynn Khoury, is a registered financial advisor currently at KINLOCH CAPITAL, LLC located in Glen Allen, Virginia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jennifer has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lynn Khoury

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 Lynn Berdell'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: 2000

Experience

Current

May 25, 2019 - Present

KINLOCH CAPITAL, LLC

Office #1: 4801 Cox Road Suite 200, Glen Allen, VA 23060

RIA

CRD#: 300735

Glen Allen, VA

Past

January 16, 2009 - May 28, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RICHMOND, VA

Past

January 16, 2009 - May 28, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RICHMOND, VA

Past

February 9, 2006 - January 21, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

November 30, 2005 - January 21, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

September 15, 2004 - November 9, 2005

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

RICHMOND, VA

Past

March 27, 2001 - October 31, 2002

ULTIMUS FUND DISTRIBUTORS, LLC

CRD#: 104177

CINCINNATI, OH

Past

February 10, 1998 - October 6, 1999

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

May 22, 1995 - January 22, 1998

COMPULIFE INVESTOR SERVICES, INC.

CRD#: 21543

ST. CLOUD, MN

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".

KINLOCH CAPITAL, LLC

CRD#: 300735 / SEC#: 801-115239

RIA

Registered Investment Advisory firm - (5/6/2019 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

Virginia
(5/25/2019)

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

Series 63

Date: 3/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/11/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINLOCH CAPITAL, LLC

CRD#: 300735 / SEC#: 801-115239

RIA

Registered Investment Advisory firm - (5/6/2019 Approved)

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Contact information

Main Address

4801 Cox Road Suite 200, Glen Allen, VA 23060

Mailing Address

Phone number

(804) 956-4550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 KINLOCH FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	586
AUM (Assets Under Management)	$ 252,438,765

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 L. Berdell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Berdell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WEALTHCARE CAPITAL MANAGEMENT LLC

ULTIMUS FUND DISTRIBUTORS, LLC

CRESTAR SECURITIES CORPORATION

COMPULIFE INVESTOR SERVICES, INC.

Primary Firm SEC Registration

KINLOCH CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 11/29/2005

Series 6

Date: 5/11/1995

Current Firm

KINLOCH CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINLOCH CAPITAL, LLC

TRUST BUT VERIFY

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