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Jessica Brennan

Director at CF Private Equity

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jessica Brennan is Director of CF Private Equity, Inc., a Norwalk investment adviser managing $17.5B. Jessica Brennan has passed the Series 7, Series 63 and SIE.

Role at CF Private Equity

Title on Schedule A
Director
Control
Jessica Brennan is a control person of CF Private Equity.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jessica Brennan has held the filed role since August 2023.

The firm

CF Private Equity, Inc.
Norwalk, CT

Form ADV filed 28 September 2026

$17.5B AUM88 clients44 advisers6 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 63 · 1998
  3. Passed Series 7 · 1997

Registrations and exams

No current adviser or broker registration. Jessica Brennan has passed 3 qualifying exams.

Examinations

Series 638 May 1998
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 717 March 1997
Name
General Securities Representative Examination

Individual record

Full name
Jessica Hoffman Brennan
CRD
2805693
Firm
CF Private Equity, Inc.
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jessica Brennan work?

Jessica Brennan has been Director of CF Private Equity, Inc. since August 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 September 2026

Does Jessica Brennan have a current investment-adviser registration?

Jessica Brennan has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jessica Brennan passed?

Jessica Brennan has passed 3 licensing exams: the Series 7, Series 63 and SIE. The earliest, the Series 7, was passed in March 1997.

Source: IAPD individual record, checked 17 October 2026

Leadership at CF Private Equity

  • Mark Hoeing
    Director; President and Chief Executive Officer; Head of Private Equity; Investment Committee Member
  • Violetta Cerasuolo
    Managing Director; Chief Compliance Officer
  • Mark Anson
    Chair, Board of Directors; Investment Committee Member
  • Kent Daniel
    Director
  • Matthew Fliesser
    Managing Director; Head of Operations
  • Ethan Levine
    Managing Director; Investment Committee Member
  • Aaron Miller
    Managing Director; Investment Committee Member
  • Dana Moreau
    Treasurer
  • Robert Pavey
    Director
  • Eugene Ropiak
    Controller
  • Sharad Samy
    Secretary; General Counsel
  • Miriam Schmitter
    Managing Director (cfpe GMBH); Investment Committee Member
  • Seth Thomson
    Assistant Secretary; Deputy General Counsel

Sources

  1. IAPD individual record, CRD 2805693. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of CF Private Equity, Inc., filed 28 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jessica Brennan or CF Private Equity, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.