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    My Background

My Background

Let me put my experience to work for you

Your story, your needs and your goals aren't exactly the same as anyone else's. Your financial strategy shouldn't be either. That's where I come in.

As a financial advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a knowledgeable, transparent, and efficient approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect integrity, honesty, and professionalism.

As a proud resident of Bismarck, ND, I have a vested interest in seeing my community thrive. When working with me, I'm happy to share all the resources and information that I have available.

Personally, I'm a loving mother, wife, and animal owner. When I'm not working with my clients, I enjoy the following hobbies: traveling, hiking, and skiing. I'm also an active member of my community and regularly coach the local youth sports teams, volunteer at a local non-profit, and volunteer at the neighborhood school.

Now I'd like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • About Us
    • My Background
    • Our Team
  • Products & Services
    • Business Solutions
    • Products
  • Resources
    • Life Stages
    • Calculators
    • Articles
      • Articles
    • Tax Resources
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  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
  • Contact Us
Disclosure

Kelly Jahner is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

Kelly Jahner is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 107 1st Ave Nw, Mandan, ND 58554, 701-751-6400. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Kelly Jahner is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

PREMIER WEALTH STRATEGIES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither PREMIER WEALTH STRATEGIES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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