Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
1777 Botelho Dr., Suite 105, Walnut Creek, CA, 94596
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is an insurance agent selling insurance through various carriers, dedicating full-time hours to this activity. She is also an Investment Advisor Representative (IAR) with Castle Rock Wealth Management, also dedicating full-time hours, and is involved with SC Retirement Inc. as a financial advisor (about a third of her time).