Patrick J. Jeneske

EVERLAKE DISTRIBUTORS

Lincoln, NE 68508

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CRD#: 4293015

Professional summary

Patrick Joseph Jeneske is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2001. Patrick has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) - BD

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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

February 18, 2021 - Present

EVERLAKE DISTRIBUTORS, LLC

Office #1: 115 Canopy Street Suite 401, Lincoln, NE 68508

CRD#: 100460

Lincoln, NE

Past

May 1, 2019 - November 3, 2021

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Lincoln, NE

Past

September 10, 2015 - November 3, 2021

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Lincoln, NE

Past

June 24, 2013 - August 31, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

May 10, 2007 - July 5, 2013

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

Past

January 22, 2001 - March 30, 2001

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(10/4/2021)

Nebraska
(2/23/2021)

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/25/2007

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: 5/9/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 3/28/2014

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/12/2013

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/3/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/30/2011

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

EVERLAKE DISTRIBUTORS, LLC

ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

3100 Sanders Road, Suite 303, Northbrook, IL 60062

Mailing Address

3100 Sanders Road, Suite 303, Northbrook, IL 60062

Phone number

(847) 665-9930

Established

Delaware since 03/05/1999

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
EVERLAKE LIFE INSURANCE COMPANY	PARENT OF BROKER/DEALER
FONTANA, ANGELA KAY	MANAGER	6503740
HARRIGAN, JULIE ANN	TREASURER, CONTROLLER AND FINOP	7159150
JENESKE, PATRICK JOSEPH	CHIEF COMPLIANCE OFFICER	4293015
KENNEDY, REBECCA DIANE	PRESIDENT AND MANAGER	7364296
KIRCHHOFF, THERESE MARIE	AML OFFICER	4548686
LARGEY, TYLER EARL BAXTER	CHAIRMAN OF THE BOARD AND MANAGER	7470407

Red Flags

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Advisor Monitoring

Firm Stability Insights

Patrick J. Jeneske

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick Joseph Jeneske's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

SECURITIES AMERICA, INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2018

Series 63

Date: 5/25/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2007

Series 4

Date: 3/28/2014

Series 24

Date: 9/12/2013

Series 10

Date: 12/3/2011

Series 9

Date: 8/30/2011

FINRA

Current Firm

EVERLAKE DISTRIBUTORS, LLC

Contact information

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EVERLAKE DISTRIBUTORS, LLC

TRUST BUT VERIFY

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