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Jennifer Carey Trowbridge

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC·CINCINNATI, Ohio
Series 7, Series 66Clean record18 years registeredKINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
5050 SECTION AVENUE, CINCINNATI, OH 45212CRD# 3000281Firm CRD# 171615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Carey Trowbridge · CINCINNATI, OH
Registration
CRD #3000281 · KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

REDTREE INVESTMENT GROUP
Jul 2014 – present
ROBERT W. BAIRD & CO. INCORPORATED
Apr 2008 – Sep 2014
CINCINNATI, OH
RENAISSANCE INVESTMENT MANAGEMENT
Sep 2007 – Jan 2008
CINCINNATI, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 20, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
CRD 171615 · SEC 801-79797
AUM
$8.0B
Regulatory assets under management
Employees
9
484 client accounts
Services offered by KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
Per Form ADV
Selection of other advisers
View all advisors at KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jennifer Carey Trowbridge offer?
Jennifer Carey Trowbridge specializes in Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Jennifer Carey Trowbridge's credentials?
Jennifer Carey Trowbridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Carey Trowbridge located?
Jennifer Carey Trowbridge is based in CINCINNATI, Ohio, working with KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Jennifer Carey Trowbridge charge for services?
Jennifer Carey Trowbridge's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC?
KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC has approximately 9 employees and manages $8.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC

Ryan Keith Nelson
CINCINNATI, OH
CFA

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