KJ
Kirsten A. Jennings
BDT & MSD PARTNERS
Menlo Park, CA 94025
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CRD#: 6546027
KJ
Kirsten Amanda JenningsBDT & MSD PARTNERS
Professional summary
Kirsten Amanda Jennings, who also goes by Kirsten Amanda Halvorson, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in Menlo Park, California.
Kirsten is registered as a RR (Registered Representative) and started their career in finance in 2016. Kirsten has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.
Aliases
Kirsten Amanda Halvorson
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.
CRS (Client Relationship Summary) - BD
Click below to view Kirsten Amanda Jennings'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
July 1, 2026 - Present
BDT & MSD PARTNERS, LLC
Office #1: 2882 Sand Hill Rd. Suite 100, Menlo Park, CA 94025BD
CRD#: 150459
Menlo Park, CA
Past
May 24, 2021 - July 2, 2026
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
SAN FRANCISCO, CA
Past
March 7, 2016 - June 21, 2019
MIZUHO SECURITIES USA LLC
BD
CRD#: 19647
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(7/1/2026)
RR
Alaska(7/1/2026)
RR
Arizona(7/1/2026)
RR
Arkansas(7/1/2026)
RR
California(7/1/2026)
RR
Colorado(7/1/2026)
RR
Connecticut(7/1/2026)
RR
Delaware(7/1/2026)
RR
District of Columbia(7/1/2026)
RR
Florida(7/1/2026)
RR
Georgia(7/1/2026)
RR
Hawaii(7/1/2026)
RR
Idaho(7/1/2026)
RR
Illinois(7/1/2026)
RR
Indiana(7/1/2026)
RR
Iowa(7/1/2026)
RR
Kansas(7/1/2026)
RR
Kentucky(7/1/2026)
RR
Louisiana(7/1/2026)
RR
Maine(7/1/2026)
RR
Maryland(7/1/2026)
RR
Massachusetts(7/1/2026)
RR
Michigan(7/1/2026)
RR
Minnesota(7/1/2026)
RR
Mississippi(7/1/2026)
RR
Missouri(7/1/2026)
RR
Montana(7/1/2026)
RR
Nebraska(7/1/2026)
RR
Nevada(7/1/2026)
RR
New Hampshire(7/1/2026)
RR
New Jersey(7/1/2026)
RR
New Mexico(7/1/2026)
RR
New York(7/1/2026)
RR
North Carolina(7/1/2026)
RR
North Dakota(7/1/2026)
RR
Ohio(7/1/2026)
RR
Oklahoma(7/1/2026)
RR
Oregon(7/1/2026)
RR
Pennsylvania(7/1/2026)
RR
Rhode Island(7/1/2026)
RR
South Carolina(7/1/2026)
RR
South Dakota(7/1/2026)
RR
Tennessee(7/1/2026)
RR
Texas(7/1/2026)
RR
Utah(7/1/2026)
RR
Vermont(7/1/2026)
RR
Virginia(7/1/2026)
RR
Washington(7/1/2026)
RR
West Virginia(7/1/2026)
RR
Wisconsin(7/1/2026)
RR
Wyoming(7/1/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
B&
BDT & MSD PARTNERS, LLC
BDT & COMPANY, LLC | BDT & MSD PARTNERS, LLC
CRD#: 150459 / SEC#: , 8-68263
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250
Mailing Address
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250
Phone number
(312) 660-7300
Established
Delaware since 04/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BDT & MSD HOLDINGS, L.P. | SOLE MEMBER | |
| FEINGOLD, CHAD MORGAN | VICE PRESIDENT & CHIEF OPERATING OFFICER | 4564290 |
| JESTER, DAN HAMILL | PRESIDENT | 2088996 |
| LEMKAU, GREGG ROBERT | CO-CHIEF EXECUTIVE OFFICER | 2529069 |
| MATHEWS, ERIKA LYNN | VICE PRESIDENT | 6230510 |
| MICHEL, CINDY ZEE | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | 4661808 |
| ORR, SAN WATTERSON III | PRESIDENT | 2931458 |
| SCHALTENBRAND, LAWRENCE EDWARD III | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 5984697 |
| TODD, MARY ANN | CHIEF LEGAL OFFICER AND SECRETARY | 6910167 |
| TROTT, BYRON DAVID | CO-CHIEF EXECUTIVE OFFICER | 1082133 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BDT & MSD PARTNERS, LLC
CRD#: 150459Menlo Park, CA 94025TRUST BUT VERIFY
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