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Jenner Keyes Preston

TRANQUILLI FINANCIAL ADVISOR
Shawnee, KS
·CRD# 7678325·4 years experience

Professional Summary

Jenner Keyes Preston, who also goes by Jenner Preston, is a registered financial advisor currently at TRANQUILLI FINANCIAL ADVISOR, LLC located in Shawnee, Kansas. Jenner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jenner has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jenner Preston

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

TRANQUILLI FINANCIAL ADVISOR, LLC·CRD# 298056
RIA
1. Shawnee, KS2. North Kansas City, MO
January 7, 2026 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
Mission Woods, KS
May 22, 2025 - August 25, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Mission Woods, KS
May 22, 2025 - August 25, 2025
BADGER CREEK ADVISORS, LLC·CRD# 319582
RIA
Atlanta, GA
November 15, 2023 - February 16, 2024
PREFERRED CAPITAL SECURITIES, LLC·CRD# 169719
BD
Atlanta, GA
June 9, 2023 - April 2, 2025

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Current Firm

TF
TRANQUILLI FINANCIAL ADVISOR, LLC

MYTFA, LLC | TRANQUILLI FINANCIAL ADVISOR, LLC

CRD#: 298056 / SEC#: 801-113998
RIA
Registered Investment Advisory firm - SEC (10/1/2018 Approved)

Contact Information

Main Address

35 Leigh Street, Clinton, NJ 08809

Mailing Address

Po Box 4993, Clinton, NJ 08809

Phone Number

(908) 730-6234

# of Employees

2

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TFA ADV PART 2A ANNUAL AMENDMENT V.01.30.26 (1/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

517

AUM (Assets Under Management)

$199,358,227

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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.

Badger Creek Advisors, LLC an affiliated RIA to PCS. 0-5 hours per month.

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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".
TF
TRANQUILLI FINANCIAL ADVISOR, LLC

MYTFA, LLC | TRANQUILLI FINANCIAL ADVISOR, LLC

CRD#: 298056 / SEC#: 801-113998
RIA
Registered Investment Advisory firm - SEC (10/1/2018 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.
IAR
Kansas
(1/7/2026)
IAR
Missouri
(3/26/2026)
IAR
New Jersey
(1/21/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jenner Keyes Preston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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