Jennifer Chengwen Tang

CFP

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6 Years of Experience

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

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Compensation

Fixed/Hourly

Firm Size

53 advisors

Number of Clients

12,392 clients

Average Client Portfolio

$312K average

Assets Under Management

$3.9B

Fee Structure

Financial Planning:Included in AUM fee

Location

Boca Raton, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

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October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Noesis Capital Management CORP

March 2016 - March 2019 · 3 yrs

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.