Cra Financial Services, L.L.C
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About this Advisor
Jennifer Colon is a financial advisor operating in Northfield, New Jersey with a total of 17 years of industry experience. Colon is an advisor for Cra Financial Services, L.L.C. They have been an employee of Cra Financial Services, L.l.c for their entire career. Colon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Cra Financial Services, L.L.C is an advisory business that has its headquarters in Northfield, NJ. It has $966 million in assets across its 3,081 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 3,081 customer accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets. Cra Financial Services, L.L.C provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the financial services. Fees billed by Cra Financial Services, L.L.C likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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Cra Financial Services, L.L.C Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jennifer Colon Work History
Jennifer has been registered as a financial advisor for 17 years.*
Cra Financial Services
*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.
Please visit the SEC profile of Jennifer Colon 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 Cra Financial Services, L.L.C
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 firstname.lastname@example.org.
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