Jennifer
Kast

The Ameriflex Group

CRD#6054063
Investment Advisor
in Englewood, CO

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About this Advisor

Jennifer Kast is a financial advisor based in Englewood, Colorado, working with The Ameriflex Group. Jennifer has previously held positions at Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Osaic, The Ameriflex Group, Nfp Advisor Services, and Nlightened Financial, LLC. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Jennifer is part of The Ameriflex Group, which operates out of Englewood, Colorado. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7009 S. Potomac St. Suite 102
Englewood, CO 80112

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

CO Average: $664,206,839
Total Number of Employees

149

CO Average: 10
Total Number of Accounts

16,327

CO Average: 1,698
Average Account Size

$399,485

CO Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Kast Work History

2024 - Present (1 year)

Osaic

2024 - Present (1 year)

The Ameriflex Group

2016 - 2024 (8 years)

Kestra Advisory Services, LLC

2015 - 2024 (9 years)

Kestra Investment Services, LLC

2015 - 2016 (1 year)

Nfp Advisor Services

2014 - 2015 (1 year)

Nlightened Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jennifer Kast to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ameriflex Group

Jesse Shepherd
Fort Wayne, IN
Preston Tharp
Lubbock, TX
Christian Lemke
Las Vegas, NV
Shellissa Cassoday
Bandon, OR
Donald Buckley
Buffalo, NY
Winston Waring
Scottsdale, AZ
Noah Weinstein
Jamestown, NY
Wade Cross
Lubbock, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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