Jennifer Szeklinski has been Employee Ownership - Class A and B Shares of Rossby Financial since November 2023, is not listed as a control person, but directly owns under 5% of the firm.
Rossby Financial, LLC is a Melbourne, FL firm with $855M under management, 3,910 clients and 2 advisers across 19 offices, as of its July 2026 filing.
Jennifer Szeklinski’s longest registration was 8 years at Cambridge Investment Research Advisors, Inc. (2015–2023). Before joining Rossby Financial in 2023, Jennifer Szeklinski was registered through Cambridge Investment Research Advisors, Inc. and Sii Investments, Inc.
- Rossby Financial, LLCCurrent– present · 2 yearsNew Berlin, WI · Adviser representative · Firm CRD 324631
- Cambridge Investment Research Advisors, Inc.– · 8 yearsNew Berlin, WI · Adviser representative · Firm CRD 134139
- Sii Investments, Inc.– · 3 yearsNew Berlin, WI · Adviser representative · Firm CRD 2225
Investment adviser representative registrations
Jennifer Szeklinski is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is Florida, in November 2023.
- FloridaSince 27 November 2023
- WisconsinSince 27 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2011 |
| Series 7 | General Securities Representative Examination | 21 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Lynn Szeklinski
- CRD
- 4655145
- Firm
- Rossby Financial · CRD 324631
- Role
- Employee Ownership - Class A and B Shares
- Office
- 15730 W. National Avenue, New Berlin, WI 53151
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Szeklinski work?
Jennifer Szeklinski has been Employee Ownership - Class A and B Shares of Rossby Financial, LLC since November 2023.
Is Jennifer Szeklinski a financial advisor?
Yes. Jennifer Szeklinski has a current investment-adviser registration in Florida and Wisconsin, through Rossby Financial since October 2023.
How many years of experience does Jennifer Szeklinski have?
Jennifer Szeklinski has 15 years in the financial industry, since November 2010, across 3 adviser firms.
What exams has Jennifer Szeklinski passed?
Jennifer Szeklinski has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in November 2010. FINRA credited Jennifer Szeklinski with the SIE, which began in October 2018.
Where did Jennifer Szeklinski work before Rossby Financial?
Before Rossby Financial, Jennifer Szeklinski was registered through Sii Investments, Inc., June 2012 to October 2015.
Where is Jennifer Szeklinski based?
Jennifer Szeklinski’s registered office is in New Berlin, WI.
Is Jennifer Szeklinski registered with FINRA?
No. Jennifer Szeklinski has no current broker registration.
How can I verify Jennifer Szeklinski’s record?
Search CRD 4655145 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Szeklinski’s full registration record.