Jennifer
Tang

Facet

CRD#4458834
Investment Advisor
in Boca Raton, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jennifer Tang is a financial advisor based in Boca Raton, Florida, working with Facet. Jennifer has previously held positions at Facet Wealth, Inc and Noesis Capital Management Corp. Jennifer is registered to provide services in Florida and Texas. Currently, Jennifer is part of Facet, which operates out of Boca Raton, Florida. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Boca Raton, FL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

FL Average: $6,889,882,315
Total Number of Employees

234

FL Average: 45
Total Number of Accounts

24,977

FL Average: 765
Average Account Size

$101,880

FL Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jennifer Tang Work History

2022 - Present (2 years)

Facet Wealth, Inc

2021 - Present (3 years)

Facet Wealth, Inc

2001 - 2019 (18 years)

Noesis Capital Management Corp

Disclosures

Please visit the SEC profile of Jennifer Tang 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 Facet

Ashley Morris
Moseley, VA
Sammie Guajardo
Baltimore, MD
Edward Jurgielewicz
Baltimore, MD
Matthew Farrell
Baltimore, MD
Michelle Wagner
Baltimore, MD
Harrison Maizels
Brooklyn, NY
Andrew Barton
Baltimore, MD
Keenan Casey
Baltimore, MD

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started