Jessica J. Nagengast

WEITZ INVESTMENT MANAGEMENT

OMAHA, NE 68131-3312

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CRD#: 5146530

Professional summary

Jessica Joan Nagengast, CFP®, who also goes by Jessica Nagengast, is a registered financial advisor currently at WEITZ INVESTMENT MANAGEMENT, INC. located in Omaha, Nebraska and WEITZ SECURITIES, INC. located in Omaha, Nebraska.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jessica has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Nagengast

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) - RIA

Click below to view Jessica Joan Nagengast'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®

CFP^®

Certified Financial Planner

Experience

Current

March 30, 2017 - Present

WEITZ INVESTMENT MANAGEMENT, INC.

Office #1: 3555 Farnam Street Suite 800, Omaha, NE 68131-3312

RIA

CRD#: 105088

OMAHA, NE

Current

January 16, 2014 - Present

WEITZ SECURITIES, INC.

Office #1: Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131

CRD#: 17673

OMAHA, NE

Past

July 3, 2013 - January 13, 2014

LPL FINANCIAL LLC

CRD#: 6413

OMAHA, NE

Past

November 16, 2012 - December 24, 2013

CWM, LLC

RIA

CRD#: 155344

OMAHA, NE

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".

WEITZ INVESTMENT MANAGEMENT, INC.

WALLACE R. WEITZ & COMPANY | WEITZ WALLACE R & CO | WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088 / SEC#: 801-18819

RIA

Registered Investment Advisory firm - (5/12/1983 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.

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

Nebraska
(1/16/2014)

IAR

Nebraska
(3/30/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/12/2013

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: 7/3/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEITZ INVESTMENT MANAGEMENT, INC.

WALLACE R. WEITZ & COMPANY | WEITZ WALLACE R & CO | WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088 / SEC#: 801-18819

RIA

Registered Investment Advisory firm - (5/12/1983 Approved)

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Contact information

Main Address

3555 Farnam Street Suite 800, Omaha, NE 68131-3312

Mailing Address

Phone number

(402) 391-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AUGUST 2025 FORM ADV PART 2 (8/21/2025)

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 6,826,063,139

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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Advisor Monitoring

Firm Stability Insights

Jessica J. Nagengast

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Joan Nagengast's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEITZ SECURITIES, INC.

LPL FINANCIAL LLC

CWM, LLC

Primary Firm SEC Registration

WEITZ INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/3/2013

FINRA

Current Firm

WEITZ INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEITZ INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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