Jennifer Kosola has been Chief Compliance Officer/Managing Director of Navista Wealth Management since January 2024, is a control person of the firm and directly owns under 5% of it.
Navista Wealth Management, Inc. is a Minnetonka, MN firm with $710M under management, 402 clients and 3 advisers across 2 offices, as of its March 2026 filing.
No adviser firm registrations are on Jennifer Kosola’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 November 2005 |
| Series 7 | General Securities Representative Examination | 27 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1679380
- Firm
- Navista Wealth Management · CRD 332373
- Role
- Chief Compliance Officer/Managing Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Kosola work?
Jennifer Kosola has been Chief Compliance Officer/Managing Director of Navista Wealth Management, Inc. since January 2024, and is a control person of the firm.
Does Jennifer Kosola have a current investment-adviser registration?
Jennifer Kosola has no current investment-adviser or broker registration.
What exams has Jennifer Kosola passed?
Jennifer Kosola has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2004. FINRA credited Jennifer Kosola with the SIE, which began in October 2018.
Is Jennifer Kosola registered with FINRA?
No. Jennifer Kosola has no current broker registration.
How can I verify Jennifer Kosola’s record?
Search CRD 1679380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Kosola’s full registration record.
