DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jenifer Koch

Advisor at FACET

Pittsburgh, PA | WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80cdb3dd-d6fc-38ff-b197-edc0a86496b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: May 26, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FACET
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 12, 2020
First registration: May 26, 2021
Dual registered: no
Other names: JENIFER LEE HANCOCK|JENIFER LEE KOCH|Jenifer Koch
IAPD individual key: 6851233

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Facet	Independent wealth	Mar 3, 2026	n/a	yes	Pittsburgh, PA\|WEST PALM BEACH, FL	Current employment
ALLEGHENY FINANCIAL GROUP	Independent wealth	Jan 2, 2025	Feb 20, 2026	no	PITTSBURGH, PA	Previous registration
ALLEGHENY INVESTMENTS	Independent wealth	Jul 26, 2023	Dec 31, 2024	no	PITTSBURGH, PA\|PITTSBURGH, PA\|Pittsburgh, PA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 26, 2022	Jul 6, 2023	no	PITTSBURGH, PA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 26, 2021	Aug 16, 2022	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLEGHENY FINANCIAL GROUP	Facet	Feb 20, 2026	Mar 3, 2026	11	Firm change	RIA to RIA
ALLEGHENY INVESTMENTS	ALLEGHENY FINANCIAL GROUP	Dec 31, 2024	Jan 2, 2025	2	Bulk transfer	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ALLEGHENY INVESTMENTS	Jul 6, 2023	Jul 26, 2023	20	Firm change	Ibd to RIA
SAGEPOINT FINANCIAL, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 16, 2022	Sep 26, 2022	41	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ FACETRegistered adviserregistration: current employment
Mar 3, 2026 to presentfactForm ADV
→ ALLEGHENY FINANCIAL GROUPRegistered adviserregistration: previous registration
Jan 2, 2025 to Feb 20, 2026factForm ADV
→ ALLEGHENY INVESTMENTSRegistered adviserregistration: previous registration
Jul 26, 2023 to Dec 31, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 26, 2022 to Jul 6, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 26, 2021 to Aug 16, 2022factForm ADV

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
Jenifer Koch left Allegheny Financial Group for Facet (registered 2026-03-03)
Form ADVobserved 4 days ago
Occurred
Jul 6, 2023
Advisor changed firm
Jenifer Koch left Fidelity Personal And Workplace Advisors for Allegheny Investments (registered 2023-07-26)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2022
Advisor changed firm
Jenifer Koch left Sagepoint Financial, Inc. for Fidelity Personal And Workplace Advisors (registered 2022-09-26)
Form ADVobserved 4 days ago