Jennifer Aguerrebere, financial advisor Miami FL
93 score

Jennifer Aguerrebere

CRD Number: 5348349
Current Firm: Bolton Global Asset Management

Jennifer Aguerrebere (CRD# 5348349) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bolton Securities Corporation Bolton, MA Jul 2014 - Current 2
Bolton Global Capital Bolton, MA Mar 2014 - Current 2
Deutsche Bank Securities Inc. Miami, FL Sep 2007 - Mar 2014 6
Student Miami, FL Sep 1997 - Aug 2007 9
Pollo Tropical Miami, FL Jul 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Jennifer Aguerrebere
Phone Number: 978-779-6947
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,167
    MILLIONS
  • Total Number of Accounts
    3,220
    ACCOUNTS
  • Average Account Value
    $362,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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