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Crestone Capital Advisors names Jennifer Hardy as chief compliance officer


Crestone Capital Advisors LLC, an independent wealth management firm with a singular focus on serving ultra-high-net-worth individuals and families, has named Jennifer Hardy as Chief Compliance Officer.

Hardy joined Crestone Capital Advisors in 2006 and most recently served as the firm’s Senior Securities Administrator until she was named Chief Compliance Officer in 2011. As Chief Compliance Officer, Jennifer is responsible for managing the firm’s statutory and regulatory compliance matters as well as broker dealer operations.

"Jennifer has significant experience working with Crestone’s client families to serve their operations and securities needs," says Doug Bonnette, Principal of Crestone Capital Advisors. "As Chief Compliance Officer, Jennifer brings considerable institutional and regulatory knowledge to our compliance function and we are pleased to expand her role within the firm."

Prior to joining Crestone, Jennifer served as the Operations Manager/Sales Assistant at Rhodes Securities, Inc., a private brokerage firm in Fort Worth, Texas. She attended Lamar University in Beaumont, TX and is a FINRA Registered Representative holding Series 4, 7, 24, 53, and 66 licenses.

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