Jennifer
Bravo
Entrust Financial LLC
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About this Advisor
Jennifer Bravo is a financial advisor based in Wayne, Pennsylvania, working with Entrust Financial LLC. Jennifer has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Securian Financial Services, Inc, Minnesota Life Insurance Company, Wexco Financial Group, Wechsler Marcisco Simpson, and Entrust Financial, LLC. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Jennifer is part of Entrust Financial LLC, which operates out of Wayne, Pennsylvania. The firm has 5 employees and manages assets totaling $266.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Entrust Financial LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Entrust Financial LLC Brokerage Details
$266,041,604
5
806
$330,076
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jennifer Bravo Work History
Entrust Financial, LLC
Securian Financial Services, Inc
Minnesota Life Insurance Company
Wexco Financial Group
Wechsler Marcisco Simpson
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jennifer Bravo 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 Entrust Financial LLC
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
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.
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