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