Monique
Jaramillo
Intelligence Driven Advisers, LLC
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About this Advisor
Monique Jaramillo is a financial advisor who works in Carlsbad, California with 1 year of relevant experience. Jaramillo is an employee of Intelligence Driven Advisers, LLC. During their career, the advisor has held roles at The Gensler Group, The Compass, North County Coastal Substitute Consortium, Hennessey'S Tavern, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services and Intelligence Driven Advisers. Jaramillo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Intelligence Driven Advisers, LLC is a financial advisory firm that has its headquarters in Carlsbad, CA. The company has offices in three locations and a total of 21 advisors. It controls $809 million in total assets between its 1,009 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 1,009 accounts, 32% belong to high-net-worth investors who have at least $1 million in investable assets. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules typically vary depending on the type of services. Fee types billed by Intelligence Driven Advisers, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intelligence Driven Advisers, LLC Brokerage Details
$808,750,362
21
1,009
$801,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Monique Jaramillo Work History
Monique has been registered as a financial advisor for 1 years.*
Intelligence Driven Advisers
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Wealth Enhancement Brokerage Services
Lpl Financial, LLC
The Gensler Group
North County Coastal Substitute Consortium
The Compass
Hennessey'S Tavern
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Monique Jaramillo 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 Intelligence Driven Advisers, LLC
Scottsdale, AZ
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Scottsdale, AZ
Carlsbad, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
