Unclaimed Profile

Rene Antonio Jarquin

SINGLE POINT PARTNERS, LLC·BOSTON, Massachusetts

Series 7, Series 65, Series 66Clean record22 years registeredSINGLE POINT PARTNERS, LLC

277 DARTMOUTH STREET, BOSTON, MA 02116CRD# 4719330Firm CRD# 163793

Profile Verification

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

Identity

Rene Antonio Jarquin · BOSTON, MA

Registration

CRD #4719330 · SINGLE POINT PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SINGLE POINT PARTNERS

May 2017 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 2004 – Apr 2005

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · February 4, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SINGLE POINT PARTNERS, LLC

CRD 163793 · SEC 801-112849

AUM

$525M

Regulatory assets under management

Employees

963 client accounts

Services offered by SINGLE POINT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SINGLE POINT PARTNERS, LLC →

Introduction

Speak with Rene

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rene is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rene Antonio Jarquin offer?

Rene Antonio Jarquin specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Rene Antonio Jarquin's credentials?

Rene Antonio Jarquin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rene Antonio Jarquin located?

Rene Antonio Jarquin is based in BOSTON, Massachusetts, working with SINGLE POINT PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Rene Antonio Jarquin charge for services?

Rene Antonio Jarquin's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SINGLE POINT PARTNERS, LLC?

SINGLE POINT PARTNERS, LLC has approximately 14 employees and manages $525M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →