Jennifer Pena is a CFP-designated registered investment advisor, based in Littleton, CO, with 10 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1950 W Littleton Blvd, Unit 115, Littleton, CO, 80120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the Co-President of Pursuit Wealth Planning and Pursuit, LLC, focusing on investment advisory services and firm operations, respectively. She also works as a Financial Planner for Kestra Advisory Services, LLC, and spends nearly full-time on firm management duties.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations25 states
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Exams
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