JR
Jennifer M. Ritz
KESTRA ADVISORY SERVICES
GREENSBURG, PA 15601
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CRD#: 6023653
JR
Professional summary
Jennifer Margaret Ritz, who also goes by Jen Howard, Jennifer Margaret Howard, Jennifer Rudavsky Lewis, Jennifer Margaret Rudavsky, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Greensburg, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Greensburg, Pennsylvania.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jennifer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jen Howard | Jennifer Margaret Howard | Jennifer Rudavsky Lewis | Jennifer Margaret Rudavsky
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.
Business Name: Keystone Benefits Group, Inc. Investment Related: Yes Address: 314 Old Route 30 Greensboro PA 15601 Nature of Business: Insurance Position, Title or Relationship: Registered Sales Assistant Start Date: 9/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Help with research and planning, setting appointments and attending meetings with the registered representatives Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, B 2, S 400 Austin TX 78735 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered assistant Start Date: 9/9/2001 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: research and client planning activities Business Name: Allen Ritz Rentals Investment Related: No Address: 134 Lakewood Road GREENSBURG PA 15601 Nature of Business: Real Estate Position, Title or Relationship: My husband owns and manages the properties. Start Date: 6/4/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I help my husband with property maintenance (landscaping, cleaning, painting) and paperwork. Business Name: JENNIFER RITZ POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2023 ADDRESS: 424 N. Main St., Greensburg PA 15601 DESCRIPTION: My understanding is that my duties will include a board meeting 10 months out of the year, help supporting fundraising activities and events, and supporting the mission of the YWCA. The mission is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Margaret Ritz'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®
NoneExperience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 314 Old Route 30, Greensburg, PA 15601RIA
CRD#: 283330
GREENSBURG, PA
Current
November 11, 2014 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 314 Old Route 30, Greensburg, PA 15601BD
CRD#: 42046
Greensburg, PA
Past
March 19, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
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
RR
Pennsylvania(3/19/2015)
IAR
Pennsylvania(4/19/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Greensburg, PA 15601TRUST BUT VERIFY
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