Jennifer
Calvi

Quest Capital Management, Inc

CRD#5284958
Investment Advisor
in Dallas, TX
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About this Advisor

Jennifer Calvi is a certified financial planner operating out of Dallas, Texas, who has been in the industry for 15 years. Calvi currently works for Quest Capital Management, Inc. Over the course of their career, they have held roles at Texas Tech University, Quest Capital Management, Inc, Raymond James Financial Services, Inc and Quest Capital Management Inc. Calvi maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Quest Capital Management, Inc is an advisory firm that has its headquarters in Dallas, Texas. It oversees $1 billion in total assets across its 1,767 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 1,767 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which service is offered. Fees charged by Quest Capital Management, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8117 Preston Road, Suite 700
Dallas, TX 75225

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Quest Capital Management, Inc Brokerage Details

Total Assets Under Management

$1,037,421,592

TX Average: $3,042,739,679
Total Number of Employees

24

TX Average: 49
Total Number of Accounts

1,767

TX Average: 2,315
Average Account Size

$587,109

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Calvi Work History

Jennifer has 15 years of experience.

2010 - Present (9 years)

Raymond James Financial Services, Inc

2008 - Present (11 years)

Quest Capital Management Inc

2007 - 2010 (3 years)

Quest Capital Management, Inc

2003 - 2008 (5 years)

Texas Tech University

Disclosures

Jennifer Calvi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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