Jennifer Tamayo, financial advisor Miami FL

Jennifer Tamayo

CRD Number: 5398993
Current Firm: Gentrust

Jennifer Tamayo (CRD# 5398993) is an Investment Advisor Representative working at Gentrust in Miami, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Gentrust, LLC Miami, FL Jun 2019 - Current 4
Unemployed Miami, FL Dec 2018 - Jun 2019 < 1
Citi Miami, FL Oct 2013 - Nov 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Jennifer Tamayo
Phone Number: 305-677-6688
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,802
    MILLIONS
  • Total Number of Accounts
    1,364
    ACCOUNTS
  • Average Account Value
    $2,054,599
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, MD, NH, NJ, NY, PR, TX

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