Jennifer Aguerrebere
Investment adviser representative at Greenwood Family Advisors LLC
12 yearsExperience
1 stateRegistered in
$327.1MFirm assets
4 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Greenwood Family Advisors LLCJun 2021 to now
- Bolton Securities CorporationJul 2014 to Jun 2021
- Bolton Global CapitalMar 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Greenwood Family Advisors LLC
$327.1MAssets managed
16Clients
3Advisers
4 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
- 5348349
- Firm CRD
- 304820