Unclaimed Profile

Jennifer Ann Ceccarelli

LITMAN GREGORY WEALTH MANAGEMENT, LLC·LARKSPUR, California

Clean recordLITMAN GREGORY WEALTH MANAGEMENT, LLC

1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2361640Firm CRD# 107611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Ann Ceccarelli · LARKSPUR, CA

Registration

CRD #2361640 · LITMAN GREGORY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2361640

Firm CRD# 107611

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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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