Jane W. Engel

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CRD#: 4289130

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jane Wahrer Engel, who also goes by Jane Wahrer King, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 2000. Jane had worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jane Wahrer King

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 2, 2021 - October 30, 2024

KILTERHOWLING LLC

RIA

CRD#: 169684

BOULDER, CO

Past

August 25, 2003 - March 31, 2021

CORNERSTONE INVESTMENT ADVISORS, LLC

RIA

CRD#: 116447

BOULDER, CO

Past

October 10, 2001 - October 27, 2003

JBSE WEALTHCARE LLC

RIA

CRD#: 115163

LONGMONT, CO

Past

January 24, 2001 - November 17, 2003

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LONGMONT, CO

Past

October 25, 2000 - November 17, 2003

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

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".

KILTERHOWLING LLC

BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC

CRD#: 169684 / SEC#: 801-118595

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

California

Registered Investment Advisory firm - (6/3/2020 Terminated)

Colorado

Registered Investment Advisory firm - (5/13/2020 Terminated)

Montana

Registered Investment Advisory firm - (5/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 11/10/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/24/2000

General Securities Representative Examination

Current Firm

KILTERHOWLING LLC

BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC

CRD#: 169684 / SEC#: 801-118595

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

California

Registered Investment Advisory firm - (6/3/2020 Terminated)

Colorado

Registered Investment Advisory firm - (5/13/2020 Terminated)

Montana

Registered Investment Advisory firm - (5/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2020 Terminated)

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Contact information

Main Address

2101 Pearl Street, Boulder, CO 80302

Mailing Address

Phone number

(720) 443-2076

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KILTERHOWLING ADV 2A 3.21.25 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	591
AUM (Assets Under Management)	$ 257,755,145

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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Jane W. Engel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KILTERHOWLING LLC

CORNERSTONE INVESTMENT ADVISORS, LLC

JBSE WEALTHCARE LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

KILTERHOWLING LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2000

Series 7

Date: 10/24/2000

Current Firm

KILTERHOWLING LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILTERHOWLING LLC

TRUST BUT VERIFY

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