Unclaimed Profile

Jennifer Angela Hardy

CRESTONE ASSET MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record4 years registeredCRESTONE ASSET MANAGEMENT LLC

1048 PEARL STREET, BOULDER, CO 80302CRD# 2564551Firm CRD# 108581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Angela Hardy · BOULDER, CO

Registration

CRD #2564551 · CRESTONE ASSET MANAGEMENT LLC · 4 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · December 23, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESTONE ASSET MANAGEMENT LLC

CRD 108581 · SEC 801-57585

AUM

$3.6B

Regulatory assets under management

Employees

760 client accounts

Services offered by CRESTONE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CRESTONE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Angela Hardy offer?

Jennifer Angela Hardy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Jennifer Angela Hardy's credentials?

Jennifer Angela Hardy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Angela Hardy located?

Jennifer Angela Hardy is based in BOULDER, Colorado, working with CRESTONE ASSET MANAGEMENT LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Jennifer Angela Hardy charge for services?

Jennifer Angela Hardy's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESTONE ASSET MANAGEMENT LLC?

CRESTONE ASSET MANAGEMENT LLC has approximately 58 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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