Jessica
Hargrett
Polen Capital Management, LLC
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About this Advisor
Jessica Hargrett is a financial advisor based in Boca Raton, Florida, working with Polen Capital Management, LLC. Jessica has previously held positions at UBS Financial Services Inc, Adrenaline Agency LLC, Polen Capital Management, LLC, and Foreside Funds Distributors, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jessica is part of Polen Capital Management, LLC, which operates out of Boca Raton, Florida. The firm has 1 office and 173 employees. The firm manages assets totaling $43.2 billion and 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 investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Polen Capital Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Polen Capital Management, LLC Brokerage Details
$43,238,955,480
173
3,397
$12,728,571
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jessica Hargrett Work History
Polen Capital Management, LLC
Foreside Funds Distributors, LLC
Adrenaline Agency LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Jessica Hargrett 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 Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Geneva, IL
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