JB
Jeanie Boymel
HORNOR, TOWNSEND & KENT
Littleton, CO 80120
Some features on this profile are disabled
CRD#: 6428702
JB
Professional summary
Jeanie Boymel, who also goes by Jeanie Ann Boymel, Jeanie A Crist, Jeanie Ann Crist, Jeanie Crist, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Littleton, Colorado.
Jeanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jeanie has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanie Ann Boymel | Jeanie A Crist | Jeanie Ann Crist | Jeanie Crist
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) TRAINING WITH ALTITUDE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OWNER | ADDRESS: 12397 CALFEE GULCH RD CONFER CO 80433 | START DATE: 5/4/2022 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PERSONAL TRAINING PHYSICAL ACTIVITY COACHING 2) CONIFER LOBOS UNIFIED BOOSTERS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD OF DIRECTORS/VICE PRESIDENT | ADDRESS: P.O. BOX 1218 CONIFER, CO 80433 | START DATE: 5/4/2022 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: FUNDRAISING WITH OTHER BOARD MEMBERS PROMOTION LEADERSHIP ETC 3) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 2679 MAIN ST LITTLETON CO 80120 | START DATE: 5/4/2022 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ALTITUDE FINANCIAL PARTNERS | POSITION HELD: PARTNER/FOUNDER | ADDRESS: 2679 MAIN STREET STE 310 LITTLETON, CO 80120 | START DATE: 6/13/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 5) WOMEN IN INSURANCE AND FINANCIAL SERVICES POSITION: Board Member/ PresidentWIFS Denver Chapter Leadership NATURE: Network of Women in the insurance and financial services industry INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2023 ADDRESS: 2679 W Main Street, Ste 310, LITTLETON CO 80120, United States DESCRIPTION: The Denver Chapter of WIFS (Women in Insurance and Financial Services) is a networking and collaboration group- as a board member I help plan events, connect other women to the group, attend and bring national events to the Denver members. I do write checks and collect funds in the WIFS bank account for us to have catered events, pay for member activities etc.
CRS (Client Relationship Summary) - RIA
Click below to view Jeanie Boymel's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeanie Boymel'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
August 3, 2023 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 2679 W Main St Suite 310, Littleton, CO 80120RIA
BD
CRD#: 4031
Littleton, CO
Current
May 23, 2022 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 2679 W Main St Suite 310, Littleton, CO 80120RIA
BD
CRD#: 4031
Littleton, CO
Past
December 9, 2020 - June 1, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
DENVER, CO
Past
March 25, 2015 - December 3, 2020
NYLIFE SECURITIES LLC
BD
CRD#: 5167
DENVER, CO
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".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
California(5/23/2022)
RR
Colorado(5/23/2022)
IAR
Colorado(8/3/2023)
RR
Kansas(5/23/2022)
RR
Missouri(5/23/2022)
RR
New Jersey(5/23/2022)
RR
Wyoming(5/23/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
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.
