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Jennifer Meredith Shields

SPOUTING ROCK ASSET MANAGEMENT, LLC·BRYN MAWR, Pennsylvania
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925 W. LANCASTER AVE., BRYN MAWR, PA 19010CRD# 6707327Firm CRD# 150516
01

About

Jennifer Meredith Shields is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with SPOUTING ROCK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SPOUTING ROCK ASSET MANAGEMENT, LLC
SPOUTING ROCK ASSET MANAGEMENT, LLC
AUM
$455M
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at SPOUTING ROCK ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 6707327
Firm CRD# 150516
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Meredith Shields offer?
Jennifer Meredith Shields specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are Jennifer Meredith Shields's credentials?
Jennifer Meredith Shields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Meredith Shields located?
Jennifer Meredith Shields is based in BRYN MAWR, Pennsylvania, working with SPOUTING ROCK ASSET MANAGEMENT, LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does Jennifer Meredith Shields charge for services?
Jennifer Meredith Shields's firm is compensated through percentage of aum, performance-based fees, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPOUTING ROCK ASSET MANAGEMENT, LLC?
SPOUTING ROCK ASSET MANAGEMENT, LLC has approximately 44 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRYN MAWR
Steven Jay Morgenthal — PALLADIEM LLCDonald George Robinson — PALLADIEM LLCBrendan Michael Mcgowan — MCGOWAN & CO LLPBrian Joseph Mcgowan — MCGOWAN & CO LLPFrancis Joseph Leto — BMT INVESTMENT ADVISERS
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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