# JESSICA LYNN KREGER

JESSICA LYNN KREGER is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with CHARTER OAK CAPITAL MANAGEMENT, LLC, MERCER GLOBAL ADVISORS INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2026-04-09 | present | Yes |
| [CHARTER OAK CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/120870) | 2020-09-11 | present | Yes |
| [ROBINSON SMITH WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/123098) | 2016-09-29 | 2020-08-28 | — |
| [BARTLEY FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/124293) | 2015-01-12 | 2016-07-04 | — |
| [SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC](https://search.stillhousedata.com/firm/120766) | 2010-05-12 | 2013-06-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5700793)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5700793.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.