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Jennifer Tripp

CBIZ Investment Advisory Services, LLC
21 Years of Experience
San Jose, CA
Broker
View SEC Summary
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Jennifer Tripp is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in San Jose, CA, with 21 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B in assets under management.

CBIZ Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,850 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

160 W Santa Clara Street, Suite 675, San Jose, CA, 95113

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jennifer is a member of Carlotto Properties Santa Clara, LLC and a managing member of Carlotto Properties Redding, LLC, both commercial property management companies. She dedicates minimal time to these non-investment related activities.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
March 2020 - Present · 6 yrs 7 mos
CBIZ Financial Solutions, INC.
April 2005 - Present · 21 yrs 6 mos
CBIZ Financial Solutions, INC.Broker
April 2005 - Present · 21 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
April 2005 - April 2005 · 0 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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