Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
9yrs
Jena Daake
Financial advisor at Oppenheimer & Co.
Jena Daake is a fiduciary financial advisor in St. Louis, Missouri, with 9 years in the industry. After a year at TD Ameritrade and a year at TD Ameritrade Investment Management, Jena joined Oppenheimer & Co. in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Oppenheimer & Co. reports being paid through a percentage of assets, flat fees, and commissions.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeOne North Brentwood Boulevard Suite 600, St. Louis, MO 63105
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowOppenheimer & Co. Inc.Current firm
- Jan 2020 – Feb 2021TD Ameritrade, Inc.Previously
- Jan 2020 – Feb 2021TD Ameritrade Investment Management, LLCPreviously
Contact Jena
(212) 668-8000Firm headquarters in New York, NY. Ask for Jena. One North Brentwood Boulevard Suite 600St. Louis, MO 63105Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Jena
Tailored to Jena’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jena
How do I contact Jena?
Call Oppenheimer & Co. at (212) 668-8000 and ask for Jena Daake. Jena works from the St. Louis, MO office.
How long has Jena been a financial advisor?
Jena has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jena hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jena a fiduciary?
Jena is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jena paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jena for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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