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Jennifer Ami Barbetta

TA ASSOCIATES MANAGEMENT, L.P.·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63Clean recordTA ASSOCIATES MANAGEMENT, L.P.
200 CLARENDON STREET, BOSTON, MA 02116CRD# 4092219Firm CRD# 156699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Ami Barbetta · BOSTON, MA
Registration
CRD #4092219 · TA ASSOCIATES MANAGEMENT, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TA ASSOCIATES MANAGEMENT, L.P.
CRD 156699 · SEC 801-74026
AUM
$59.6B
Regulatory assets under management
Employees
249
26 client accounts
Services offered by TA ASSOCIATES MANAGEMENT, L.P.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at TA ASSOCIATES MANAGEMENT, L.P. →
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04

Frequently Asked Questions

What services does Jennifer Ami Barbetta offer?
Jennifer Ami Barbetta specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jennifer Ami Barbetta's credentials?
Jennifer Ami Barbetta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ami Barbetta located?
Jennifer Ami Barbetta is based in BOSTON, Massachusetts, working with TA ASSOCIATES MANAGEMENT, L.P.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jennifer Ami Barbetta charge for services?
Jennifer Ami Barbetta's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TA ASSOCIATES MANAGEMENT, L.P.?
TA ASSOCIATES MANAGEMENT, L.P. has approximately 249 employees and manages $59.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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