Jennifer E. Ziesk

KILTER GROUP

Rockwall, TX

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CRD#: 4810415

Professional summary

Jennifer Elise Ziesk, who also goes by Jennifer Elise Spencer, Jennifer Elise Welch, Jennifer Elise Welch-spencer, is a registered financial advisor currently at KILTER GROUP located in Rockwall, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jennifer has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Elise Spencer | Jennifer Elise Welch | Jennifer Elise Welch-Spencer

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.

INSURANCE AGENT. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 10% EACH MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Elise Ziesk'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 2, 2024 - Present

KILTER GROUP

RIA

CRD#: 330356

Rockwall, TX

Past

July 17, 2020 - March 28, 2024

LIFETIME WEALTH MANAGEMENT P.C.

RIA

CRD#: 145492

ROCKWALL, TX

Past

January 20, 2010 - June 11, 2020

LEO BROKERAGE, LLC

CRD#: 109121

ROCKWALL, TX

Past

April 1, 2008 - January 15, 2010

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

ROCKWALL, TX

Past

November 26, 2004 - April 4, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

ROCKWALL, 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".

KILTER GROUP

KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA

Registered Investment Advisory firm - (4/18/2024 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

Texas
(5/2/2024)

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 65

Date: 9/4/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/24/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KILTER GROUP

KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

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Contact information

Main Address

Rhinebeck, NY

Mailing Address

Po Box 148, Rhinebeck, NY 12572

Phone number

(646) 438-6557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 202,080,515

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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Jennifer E. Ziesk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Elise Ziesk's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME WEALTH MANAGEMENT P.C.

LEO BROKERAGE, LLC

INVESTMENT PROFESSIONALS, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

KILTER GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2020

Series 63

Date: 11/30/2004

SIE

Date: 10/1/2018

Series 6

Date: 11/24/2004

Current Firm

KILTER GROUP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILTER GROUP

TRUST BUT VERIFY

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