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JR

Jenica L. Roffina

KINTRA WEALTH
Warren, NJ 07059
Some features on this profile are disabled
CRD#: 3250198
JR

Professional summary


Jenica Lyn Roffina, who also goes by Jenica Lyn Kriete, Jenica Kriete, Jenica Roffina, is a registered financial advisor currently at KINTRA WEALTH, LLC located in Warren, New Jersey.

Jenica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jenica has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 31 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jenica Lyn Kriete | Jenica Kriete | Jenica Roffina

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 Jenica Lyn Roffina'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®
None

Experience


Current

May 8, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 28 Mountain Blvd, Warren, NJ 07059
RIA
CRD#: 299407
Warren, NJ
Past

February 26, 2025 - April 16, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WARREN, NJ
Past

January 14, 2015 - January 21, 2015

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WARREN, NJ
Past

December 15, 2014 - April 16, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WARREN, NJ
Past

October 19, 2001 - June 21, 2010

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

August 30, 2000 - November 16, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 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
New Jersey
(5/8/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/20/2025
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 10/3/2000
Futures Managed Funds Examination

Current Firm


KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information


Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
Mailing Address
Phone number
(570) 601-6960
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management


Total Number of Accounts1,424
AUM (Assets Under Management)$ 460,941,125

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


KINTRA WEALTH, LLC

CRD#: 299407Warren, NJ 07059

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