Jennifer Marie Colon
Investment adviser representative at Cra Financial Services, L.L.C.
24 yearsExperience
1 stateRegistered in
$1.7BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Cra Financial Services, L.L.C.Jun 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cra Financial Services, L.L.C.
$1.7BAssets managed
1,433Clients
12Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4491182
- Firm CRD
- 124004