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Jennifer Swany Villarina

BERKELEY PARTNERS MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordBERKELEY PARTNERS MANAGEMENT, LLC
ONE SANSOME ST, SAN FRANCISCO, CA 94104CRD# 2591795Firm CRD# 284163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Swany Villarina · SAN FRANCISCO, CA
Registration
CRD #2591795 · BERKELEY PARTNERS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Swany Villarina is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BERKELEY PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BERKELEY PARTNERS MANAGEMENT, LLC
BERKELEY PARTNERS MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at BERKELEY PARTNERS MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2591795
Firm CRD# 284163
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Swany Villarina offer?
Jennifer Swany Villarina specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jennifer Swany Villarina's credentials?
Jennifer Swany Villarina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Swany Villarina located?
Jennifer Swany Villarina is based in SAN FRANCISCO, California, working with BERKELEY PARTNERS MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jennifer Swany Villarina charge for services?
Jennifer Swany Villarina's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKELEY PARTNERS MANAGEMENT, LLC?
BERKELEY PARTNERS MANAGEMENT, LLC has approximately 56 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew Centre Holmberg
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Research
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