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JK

Jessica M. Kushner

CRD#: 5503211
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JK
Jessica Michele Kushner

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.

Jessica Michele Kushner, who also goes by Jessica Michele Finkle, Jessica Michelle Finkle, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2008. Jessica had worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Aliases

Jessica Michele Finkle | Jessica Michelle Finkle

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

September 22, 2011 - June 23, 2026

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
FAIRPORT, NY
Past

September 6, 2011 - June 23, 2026

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY
Past

April 15, 2009 - August 19, 2011

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
BALTIMORE, MD
Past

December 12, 2008 - August 19, 2011

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
BALTIMORE, MD
Past

May 26, 2008 - December 2, 2008

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD

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".
M&
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS INC | MANNING & NAPIER ADVISORS, LLC

CRD#: 105992 / SEC#: 801-10733

RIA
Registered Investment Advisory firm - (6/4/1975 Approved)

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/14/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/23/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/6/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/27/2010
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/6/2008
General Securities Principal Examination

Current Firm

M&
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS INC | MANNING & NAPIER ADVISORS, LLC

CRD#: 105992 / SEC#: 801-10733

RIA
Registered Investment Advisory firm - (6/4/1975 Approved)
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Contact information

Main Address
290 Woodcliff Drive, Fairport, NY 14450
Mailing Address
Phone number
(585) 325-6880
Established
Firm type
Fiscal year end
# of Employees
200

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MNA ADV PART 2A WEALTH MANAGEMENT (9/12/2025)
MNA WM ENVESTNET FORM ADV PART 2A (9/12/2025)
MNA PART 2A ASSET MANAGEMENT (6/18/2025)

Regulatory assets under management

Total Number of Accounts4,279
AUM (Assets Under Management)$ 18,406,580,736

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/23/2024
Cover Page
Report
12/21/2023
Cover Page
Report
11/21/2022
Cover Page
Report

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.

Company Information

MANNING & NAPIER ADVISORS, LLC

CRD#: 105992

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