Jennifer Schmitz, financial advisor Tiburon CA

Jennifer Schmitz

CRD Number: 3075539
Current Firm: Gencap Portfolio Management

Jennifer Schmitz (CRD# 3075539) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Front Row Advisors LLC Tiburon, CA Oct 2017 - Current 6
Urban Concepts LLC Wilmington, DE Aug 2015 - Current 8
I2i Analytics, LLC Evanston, IL May 2007 - Aug 2017 10
Visa Inc. Foster City, CA Apr 2007 - Mar 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Jennifer M. Schmitz
Phone Number: (415) 797-6003
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $624,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, TX

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