Jennifer Capo is a registered investment advisor at Newedge Advisors, based in Pasadena, CA, with 33 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
155 N. Lake Ave., Suite 800, Pasadena, CA, 91101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jennifer is a Registered Investment Advisor Representative at Generate Wealth, LLC, doing business as NewEdge Advisors. She spends all of her time on this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
First Union Securities, INC.Broker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Wm Financial Services, INC.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.