Jennifer
Schmitz
Gencap Portfolio Management
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About this Advisor
Jennifer Schmitz is a financial advisor based in Belvedere Tiburon, California, working with Gencap Portfolio Management. Jennifer has previously held positions at I2I Analytics, LLC, Visa Inc, Urban Concepts LLC, and Front Row Advisors LLC. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jennifer is part of Gencap Portfolio Management, which operates out of Belvedere Tiburon, California. The firm has 8 employees and manages assets totaling $309.2 million. The firm 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, and other services. The fee structure at Gencap Portfolio Management includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gencap Portfolio Management Brokerage Details
$309,221,291
8
495
$624,689
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jennifer Schmitz Work History
Front Row Advisors LLC
Urban Concepts LLC
I2I Analytics, LLC
Visa Inc
Disclosures
Please visit the SEC profile of Jennifer Schmitz 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 Gencap Portfolio Management
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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