Jennifer
Rechenbach
Svb Wealth
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About this Advisor
Jennifer Rechenbach is a financial advisor based in San Francisco, California, working with Svb Wealth. Jennifer has previously held positions at Atherton Lane Advisors, Bny Mellon Wealth Management, and Svb Wealth LLC. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and North Carolina. Currently, Jennifer is part of Svb Wealth, which operates out of San Francisco, California. The firm has 19 offices and 231 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Svb Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$6,630,165,968
231
4,835
$1,371,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jennifer Rechenbach Work History
Svb Wealth LLC
Bny Mellon Wealth Management
Atherton Lane Advisors
Disclosures
Please visit the SEC profile of Jennifer Rechenbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Svb Wealth
Boston, MA
Boston, MA
Boston, MA
Los Altos, CA
Houston, TX
San Francisco, CA
Kaysville, UT
New York, NY
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