# JAMIE LOUISE KAESTNER

JAMIE LOUISE KAESTNER is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with SAXONY CAPITAL MANAGEMENT LLC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAXONY CAPITAL MANAGEMENT LLC.](https://search.stillhousedata.com/firm/122692) | 2025-01-02 | present | Yes |
| [SAXONY CAPITAL MANAGEMENT LLC.](https://search.stillhousedata.com/firm/122692) | 2023-11-01 | 2024-12-31 | — |
| [PLAN GROUP FINANCIAL, INC.](https://search.stillhousedata.com/firm/116508) | 2023-09-27 | 2023-11-09 | — |
| [PLAN GROUP FINANCIAL, INC.](https://search.stillhousedata.com/firm/116508) | 2020-10-23 | 2022-12-31 | — |
| [PLAN GROUP FINANCIAL, INC.](https://search.stillhousedata.com/firm/116508) | 2019-09-03 | 2019-09-04 | — |
| [SMART MONEY GROUP, LLC](https://search.stillhousedata.com/firm/284187) | 2017-05-09 | 2020-10-27 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2016-09-01 | 2017-05-15 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2016-04-13 | 2016-09-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6120616)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6120616.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.