Jennifer Caruso (CRD# 5236017) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 10 years of experience in the finance industry.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5710119
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Financial, Inc. | Westlake Village, CA | Jul 2015 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village, CA | Apr 2015 - Jul 2015 | < 1 |
| Lamia Financial Group | Thousand Oaks, CA | Apr 2014 - Apr 2015 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Mar 2014 | 1 |
| Retirement Planning Associates | Westlake Village, CA | Feb 2010 - Mar 2014 | 4 |
| Financial Network | El Segundo, CA | Feb 2010 - Dec 2012 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management758MILLIONS
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Total Number of Accounts2,319ACCOUNTS
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Average Account Value$326,853
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TX, WA
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