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JH

Jena Lee Hampe

CETERA PLANNING PARTNERS
Seven Fields, PA
·CRD# 7865525·4 years experience

Professional Summary

Jena Lee Hampe, who also goes by Jena Lee Reinheimer, Jena Reinheimer, is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Seven Fields, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Seven Fields, Pennsylvania. Jena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jena has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jena Lee Reinheimer, Jena Reinheimer

Blog Corner

More Resources

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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

Current

CETERA PLANNING PARTNERSCurrent·CRD# 129625
RIA
310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046
September 29, 2026 - Present
CETERA WEALTH SERVICES, LLCCurrent·CRD# 13572
BD
310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046
January 12, 2026 - Present

Past

AVANTAX PLANNING PARTNERS, INC.Past·CRD# 106237
RIA
Seven Fields, PA
June 13, 2024 - September 29, 2026

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Current Firm

CP
CETERA PLANNING PARTNERS

CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.

CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - SEC (1/16/2004 Approved)

Contact Information

Main Address

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211

Phone Number

(913) 498-8898

# of Employees

78

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CETERA PLANNING PARTNERS ADV PART 2A SEPT 2026 (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,107

AUM (Assets Under Management)

$4,164,758,846

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/19/2026Cover PageReport
11/24/2025Cover PageReport
08/08/2024Cover PageReport
11/27/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
CP
CETERA PLANNING PARTNERS

CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.

CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - SEC (1/16/2004 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
Pennsylvania
(9/29/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed Dec 2022About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jena Lee Hampe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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