Jenna Engelhardt

Jenna Engelhardt is a systems administrator at NewEdge Wealth. Jenna has previous experience working as a systems specialist and client services representative. Jenna has a keen eye for detail and is always looking for ways to improve workflows. In their previous roles, they have been responsible for data entry, Salesforce migration, Orion, reporting, process development and website maintenance. Jenna is a highly skilled and experienced administrator who is dedicated to providing efficient and effective solutions for their clients.

Jenna Engelhardt's educational career includes earning a Bachelor of Business Administration (BBA) in Finance and General from William Paterson University of New Jersey, as well as attending Indian Hills High School.

Jenna Engelhardt reports to Jeffrey Kobernick, Managing Partner & Co-Founder. They are on a team with Louis Bell - Partner, Robert James Lee - VP, Wealth Advisor, and Susan Kim - VP, Wealth Advisor.