Jaclyn Rose Gantz
Investment adviser representative at Amg Funds LLC
10 yearsExperience
1 stateRegistered in
$18.3BFirm assets
27 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Amg Funds, LLCOct 2024 to now
- Macquarie Investment Management Business TrustApr 2020 to Oct 2024
- Delaware InvestmentsOct 2016 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CT).
Amg Funds LLC
$18.3BAssets managed
5Clients
7Advisers
27 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
- 6718237
- Firm CRD
- 153456