Jennifer
Caravello
Halbert Hargrove
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About this Advisor
Jennifer Caravello is a financial advisor who works in Bellevue, Washington with 8 years of industry experience. Caravello works at Halbert Hargrove. Their career trajectory has included roles at Halbert Hargrove, California State University Long Beach and Wood Ranch Bbq & Grill. Caravello has a Series 65 license, certifying them as an investment advisor representative, and is able to work in California and Washington. Halbert Hargrove is a financial advisory firm operating out of Long Beach, CA. The company has offices in eight locations and a total of 47 employees. It manages $3 billion in assets between its 4,240 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 33 charitable organizations. Of its 4,240 accounts, 47% are held by high-net-worth investors who have more than $1 million in assets. Halbert Hargrove performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fee schedules typically vary depending on which services are offered. Fees charged by Halbert Hargrove likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halbert Hargrove Brokerage Details
$2,735,028,599
47
4,240
$645,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jennifer Caravello Work History
Jennifer has been registered as a financial advisor for 8 years.*
Halbert Hargrove
Halbert Hargrove
California State University Long Beach
Wood Ranch Bbq & Grill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Caravello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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