Unclaimed Profile

Jennifer Mary Bravo

ENTRUST FINANCIAL LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 63, Series 65, Series 79CFPClean record11 years registeredENTRUST FINANCIAL LLC

487 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 5857778Firm CRD# 174694

Profile Verification

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

Identity

Jennifer Mary Bravo · WAYNE, PA

Registration

CRD #5857778 · ENTRUST FINANCIAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

ENTRUST FINANCIAL LLC

Aug 2017 – present

SECURIAN FINANCIAL SERVICES, INC.

Apr 2015 – Aug 2017

MEDIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 79

Registration record

First registered · April 27, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTRUST FINANCIAL LLC

CRD 174694 · SEC 801-110230

AUM

$266M

Regulatory assets under management

Employees

806 client accounts

Services offered by ENTRUST FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENTRUST FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Mary Bravo offer?

Jennifer Mary Bravo specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Jennifer Mary Bravo's credentials?

Jennifer Mary Bravo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Mary Bravo located?

Jennifer Mary Bravo is based in WAYNE, Pennsylvania, working with ENTRUST FINANCIAL LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Jennifer Mary Bravo charge for services?

Jennifer Mary Bravo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUST FINANCIAL LLC?

ENTRUST FINANCIAL LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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