About The Author

Jennifer Kelefant

About Jennifer Kelefant

Jennifer joined State Street's Blue Sky team in 2004, and moved to Boston Financial in 2013 when the business line was transitioned here. In her current role as consulting attorney dedicated to Blue Sky, Jennifer is the primary legal liaison for the Blue Sky team. Her responsibilities include contract review, monitoring state Blue Sky laws, reviewing legal updates to Blue Sky technology, working with states agencies overseeing Blue Sky registration, and assisting clients with exemption and registration matters. Jennifer was admitted to the Massachusetts Bar in 2010, and is a member of the State Regulation of Securities committee of the American Bar Association.

Category: Blue Sky, Compliance

Managing Your Blue Sky Resources in Three Easy Steps

The question Boston Financial Blue Sky clients most frequently ask during their annual review is: Is there anything further we can do to save on state Blue Sky fees? Management…

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