JT
JT

Jennifer Lynn Tripp

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K
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Location

160 W Santa Clara Street, Suite 675, San Jose, CA, 95113

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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.

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Other Business Activities

Jennifer is a member of Carlotto Properties Santa Clara, LLC and a managing member of Carlotto Properties Redding, LLC, both commercial property management companies. She dedicates minimal time to these non-investment related activities.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
March 2020 - Present · 5 yrs 11 mos
CBIZ Financial Solutions, INC.
April 2005 - Present · 20 yrs 10 mos
CBIZ Financial Solutions, INC.Broker
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
Securities America, INC.Broker
April 2005 - April 2005 · 0 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.