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Jennifer Lynne Miranda

Investment adviser representative at Tcp Asset Management, LLC
20 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Tcp Asset Management, LLCApr 2024 to now
  2. United Planners' Financial ServicesAug 2009 to now
  3. Tcp Asset Management, LLCMay 2022 to Nov 2023
  4. Panda ExpressNov 2017 to Apr 2022
  5. Rv Mulford Investment CorpApr 2006 to May 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Tcp Asset Management, LLC

$1.2BAssets managed
2,221Clients
25Advisers
9 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
5127489
Firm CRD
286037
Advisor's SEC record (opens in a new tab)
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