JB
Jenny P. Boyke
KOVITZ INVESTMENT GROUP PARTNERS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4574460
JB
Professional summary
Jenny P Boyke, CFP®, who also goes by Jenny Pauline Boyke, Jenny P. Simmons, Jenny Pauline Simmons, Jenny P Soltwedel, Jenny P. Tereszkiewicz Simmons, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Chicago, Illinois.
Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jenny has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jenny Pauline Boyke | Jenny P. Simmons | Jenny Pauline Simmons | Jenny P Soltwedel | Jenny P. Tereszkiewicz Simmons
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.
1) NAME: JENNY P. BOYKE, CPA ADDRESS: 5056 W. STRONG ST., CHICAGO, IL 60630 NATURE: TAX SERVICES POSITION: OWNER/OPERATOR HOURS: VARIES NON-INVESTMENT RELATED BUSINESS 2) NAME: TJB Indiana Properties, LLC ADDRESS:CHICAGO, IL NATURE: REAL ESTATE POSITION: OWNER OF RENTAL PROPERTY 2 HOURS/MONTH, NOT TRADING. 3) Co-Trustee of Todd N. Soltwedel Family Trust U/A/D 12/01/2020 Chicago, IL Co-Trustee of Trust for Family Member 1 hour/month, not trading Start 12/2020 Providing investment guidance 4) Kovitz Cares Chicago, IL Non-Profit Cahritable Foundation Start 1/2020 2 hour/month, not trading Co-Chair Finance Committee. responsible for maintaining the financial statements of the Foundation; establishment of annual budget 5)Treasurer and Board Member of Lester Condo Association Chicago, IL 5 hour/month, not trading Not for Profit Condo Association Start 1/2005. BOD/Treasurer Maintain financial records of the Condo Association and collaborate with two other board members on large maintenance and repair items of a building.Schedule and host meetings. Complete legal paperwork. Negotiate contracts.
CRS (Client Relationship Summary) - RIA
Click below to view Jenny P Boyke's 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®
Experience
Current
January 4, 2016 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: 71 S Wacker Drive Suite 1860, Chicago, IL 60606RIA
CRD#: 282241
Chicago, IL
Past
January 21, 2021 - March 15, 2021
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
Chicago, IL
Past
January 4, 2016 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
CHICAGO, IL
Past
July 24, 2007 - December 31, 2015
KOVITZ INVESTMENT GROUP, LLC
RIA
CRD#: 127880
CHICAGO, IL
Past
June 7, 2007 - November 13, 2020
KOVITZ SECURITIES, LLC
BD
CRD#: 129878
CHICAGO, IL
Past
April 27, 2004 - January 19, 2005
DELOITTE & TOUCHE INVESTMENT ADVISORS LLC
RIA
CRD#: 104593
CHICAGO, IL
Past
October 10, 2002 - July 15, 2003
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
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".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 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
Illinois(1/4/2016)
IAR
Texas(1/6/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
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.
