Unclaimed Profile

Jennifer Tamayo

GENTRUST, LLC·MIAMI, Florida

SIE, Series 7, Series 9, Series 10, Series 66Clean record14 years registeredGENTRUST, LLC

1450 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5398993Firm CRD# 158369

Profile Verification

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

Identity

Jennifer Tamayo · MIAMI, FL

Registration

CRD #5398993 · GENTRUST, LLC · 14 years registered

Brand Profile

Not yet started

Career History

GENTRUST

Oct 2019 – present

CITIGROUP GLOBAL MARKETS INC.

Nov 2013 – Nov 2018

Miami, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2012 – Oct 2013

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · February 8, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENTRUST, LLC

CRD 158369 · SEC 801-72707

AUM

$4.1B

Regulatory assets under management

Employees

1,639 client accounts

Services offered by GENTRUST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GENTRUST, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Tamayo offer?

Jennifer Tamayo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Jennifer Tamayo's credentials?

Jennifer Tamayo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Tamayo located?

Jennifer Tamayo is based in MIAMI, Florida, working with GENTRUST, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Jennifer Tamayo charge for services?

Jennifer Tamayo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENTRUST, LLC?

GENTRUST, LLC has approximately 36 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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