3103 Bee Caves Rd, Suite 238, Austin, TX, 78746
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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 →Jenny is the managing member of Equistar Wealth Management, LLC, which will serve as a personal LLC for consulting and winding down non-investment activities. Jenny spends a few hours per week on Equistar, during securities trading hours.