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Jennifer Ann Ceccarelli

LITMAN GREGORY WEALTH MANAGEMENT, LLC·LARKSPUR, California
Unclaimed Profile
1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2361640Firm CRD# 107611
01

About

Jennifer Ann Ceccarelli is a registered financial advisor based in LARKSPUR, California, affiliated with LITMAN GREGORY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
LITMAN GREGORY WEALTH MANAGEMENT, LLC
LITMAN GREGORY WEALTH MANAGEMENT, LLC
AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2361640
Firm CRD# 107611
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Ann Ceccarelli offer?
Jennifer Ann Ceccarelli specializes in Investment Management, Wealth Management. Contact their office in LARKSPUR, California for a consultation.
What are Jennifer Ann Ceccarelli's credentials?
Jennifer Ann Ceccarelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Ceccarelli located?
Jennifer Ann Ceccarelli is based in LARKSPUR, California, working with LITMAN GREGORY WEALTH MANAGEMENT, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Jennifer Ann Ceccarelli charge for services?
Jennifer Ann Ceccarelli's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITMAN GREGORY WEALTH MANAGEMENT, LLC?
LITMAN GREGORY WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LARKSPUR
John Paul Jr Collins — COLLINS & COMPANY, LLCNeal Scott Jacobs — MAVEN EQUITY PARTNERS, LLCJonathan Wyatt Gruber — ROSS CREEK CAPITAL MANAGEMENT, LLCAndrew Theodore Foster — SEAFARER CAPITAL PARTNERS, LLCCharles Joseph Ramos — PRIVATE CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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