Jenna M. Egan
Professional summary
Jenna Mackenzie Egan, who also goes by Jenna Egan, is a registered financial advisor currently at ALTFEST PERSONAL WEALTH MANAGEMENT located in New York, New York.
Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jenna has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jenna Mackenzie Egan's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2024 - Present
ALTFEST PERSONAL WEALTH MANAGEMENT
Office #1: 445 Park Avenue 6th Floor, New York, NY 10022October 4, 2022 - September 18, 2024
VANGUARD ADVISERS, INC.
September 21, 2022 - September 18, 2024
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
ALTFEST PERSONAL WEALTH MANAGEMENT
CRD#: 110130 / SEC#: 801-18320
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2024)
Exams
Series 7TO
Date: 9/21/2022
General Securities Representative ExaminationCurrent Firm
ALTFEST PERSONAL WEALTH MANAGEMENT
CRD#: 110130 / SEC#: 801-18320
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,191 |
| AUM (Assets Under Management) | $ 1,622,512,064 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 01/26/2024 | ||
| 01/11/2023 | ||
| 10/21/2022 |
Red Flags
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