Jennifer Aguerrebere (CRD# 5348349) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenwood Family Advisors LLC | Miami, FL | Jun 2021 - Current | 2 |
| Bolton Securities Corporation | Bolton, MA | Jul 2014 - Jun 2021 | 6 |
| Bolton Global Capital | Bolton, MA | Mar 2014 - Jun 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- FL
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$3,145,412
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
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