1777 Botelho Dr., Suite 105, Walnut Creek, CA, 94596
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jennifer is an insurance agent selling insurance through various carriers, dedicating full-time hours to this activity. She is also an Investment Advisor Representative (IAR) with Castle Rock Wealth Management, also dedicating full-time hours, and is involved with SC Retirement Inc. as a financial advisor (about a third of her time).