Unclaimed Profile

Brenda Colburn Jemmott

RINA WEALTH MANAGEMENT SERVICES LLC·WALNUT CREEK, California

Series 65Clean record7 years registeredRINA WEALTH MANAGEMENT SERVICES LLC

201 NORTH CIVIC DR., WALNUT CREEK, CA 94596CRD# 6880571Firm CRD# 288688

Profile Verification

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

Identity

Brenda Colburn Jemmott · WALNUT CREEK, CA

Registration

CRD #6880571 · RINA WEALTH MANAGEMENT SERVICES LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RINA WEALTH MANAGEMENT SERVICES LLC

RINA WEALTH MANAGEMENT SERVICES LLC

Feb 2019 – Dec 2022

Oakland, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 27, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RINA WEALTH MANAGEMENT SERVICES LLC

CRD 288688 · SEC 801-121226

AUM

$206M

Regulatory assets under management

Employees

452 client accounts

Services offered by RINA WEALTH MANAGEMENT SERVICES LLC

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at RINA WEALTH MANAGEMENT SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Brenda Colburn Jemmott offer?

Brenda Colburn Jemmott specializes in Financial Planning.

What are Brenda Colburn Jemmott's credentials?

Brenda Colburn Jemmott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda Colburn Jemmott located?

Brenda Colburn Jemmott is based in WALNUT CREEK, California, last registered with RINA WEALTH MANAGEMENT SERVICES LLC.

How does Brenda Colburn Jemmott charge for services?

Brenda Colburn Jemmott's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RINA WEALTH MANAGEMENT SERVICES LLC?

RINA WEALTH MANAGEMENT SERVICES LLC has approximately 3 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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