Jenifer L. Koch

ALLEGHENY FINANCIAL GROUP LTD

Pittsburgh, PA 15237

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CRD#: 6851233

Professional summary

Jenifer Lee Koch, who also goes by Jenifer Lee Hancock, Jenifer Lee Koch, is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.

Jenifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jenifer has worked at 8 firms and has passed the Series 66, Series 57TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenifer Lee Hancock | Jenifer Lee Koch

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.

3rd Decade, investment-related, 501(c) 3 non-profit organization, provides education and financial guidance to participants, volunteer, 2023, 20-40 hours per year, 0 hours per year training, no annual compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenifer Lee Koch'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®

None

Experience

Current

January 2, 2025 - Present

ALLEGHENY FINANCIAL GROUP LTD

Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

RIA

CRD#: 104690

Pittsburgh, PA

Past

July 26, 2023 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

Pittsburgh, PA

Past

July 26, 2023 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

September 26, 2022 - July 6, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PITTSBURGH, PA

Past

September 13, 2022 - July 5, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

May 26, 2021 - August 16, 2022

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PITTSBURGH, PA

Past

May 26, 2021 - August 16, 2022

OSAIC SERVICES, INC.

CRD#: 133763

PITTSBURGH, PA

Past

April 29, 2021 - June 2, 2021

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139

PLYMOUTH, MN

Past

August 11, 2020 - June 3, 2021

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

July 27, 2018 - November 5, 2019

BB&T SECURITIES, LLC

CRD#: 142785

KING OF PRUSSIA, PA

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".

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/2/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/12/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 57TO

Date: 3/18/2019

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2018

General Securities Representative Examination

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

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Contact information

Main Address

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 367-3880

Established

Firm type

Fiscal year end

# of Employees

105

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2024 WRAP PROGRAM BROCHURE (3/31/2025)

2024 AFG ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,950
AUM (Assets Under Management)	$ 4,904,134,773

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
10/22/2024	Cover Page	Report
08/11/2023	Cover Page	Report
10/08/2022	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.

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Advisor Monitoring

Firm Stability Insights

Jenifer L. Koch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenifer Lee Koch's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

LPL FINANCIAL LLC

BB&T SECURITIES, LLC

Primary Firm SEC Registration

ALLEGHENY FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2020

Series 57TO

Date: 3/18/2019

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2018

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLEGHENY FINANCIAL GROUP LTD

TRUST BUT VERIFY

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