Jennifer
Wing
Geowealth Management LLC
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About this Advisor
Jennifer Wing is a financial advisor based in Greenwich, Connecticut, working with Geowealth Management LLC. Jennifer has previously held positions at Jpm Investment Management, Jpm Institutional Investments Inc, J.P Morgan Chase Bank, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, and Geowealth Management LLC. Jennifer has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut and Illinois. Currently, Jennifer is part of Geowealth Management LLC, which operates out of Greenwich, Connecticut. The firm has 60 employees and manages assets totaling $12.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Geowealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geowealth Management LLC Brokerage Details
$12,333,268,007
60
74,593
$165,341
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jennifer Wing Work History
Geowealth Management LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jpm Investment Management
Jpm Institutional Investments Inc
J.P Morgan Chase Bank
J.P Morgan Chase Bank
Disclosures
Please visit the SEC profile of Jennifer Wing 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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