Jennifer K. Hash
Professional summary
Jennifer Kyle Hash, who also goes by Jennifer Lynne Kyle, is a registered financial advisor currently at ZIONS CAPITAL ADVISORS, INC. located in Salt Lake City, Utah and ZIONS DIRECT, INC. located in Salt Lake City, Utah.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jennifer has worked at 4 firms and has passed the Series 66, Series 52TO, Series 79TO, SIE, Series 7, Series 14, Series 27, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Kyle Hash's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2010 - Present
ZIONS CAPITAL ADVISORS, INC.
Office #1: One South Main St. 17th Fl, Salt Lake City, UT 84133April 20, 2006 - Present
ZIONS DIRECT, INC.
Office #1: One South Main St., Salt Lake City, UT 84133August 19, 2009 - December 31, 2009
ZIONS BANK LIQUID ASSET MANAGEMENT
January 8, 2007 - August 18, 2009
ZIONS CAPITAL ADVISORS, INC.
April 20, 2006 - December 31, 2006
ZIONS DIRECT, INC.
May 3, 2001 - July 11, 2005
EQUITABLE ADVISORS, LLC
January 12, 2001 - July 11, 2005
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ZIONS CAPITAL ADVISORS, INC.
CRD#: 131308 / SEC#: 801-63287
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/20/2006)
(1/19/2010)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ZIONS CAPITAL ADVISORS, INC.
CRD#: 131308 / SEC#: 801-63287
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 1,460,957,454 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/11/2025 | ||
| 02/26/2024 | ||
| 02/21/2023 |
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
ZIONS CAPITAL ADVISORS, INC.
CRD#: 131308Salt Lake City, UT 84133TRUST BUT VERIFY
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