Rene Jarquin is a registered investment advisor at Single Point Partners, based in Boston, MA, with 10 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 201 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
277 Dartmouth Street, 4th Floor, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rene serves on the Board of Directors and is the Investment Sub-committee Chair for The Home For Little Wanderers, assisting with investment policy and manager selection, dedicating minimal time. Rene also serves on the Board of Directors for MassVentures, attending meetings and assisting with corporate governance and investment selection, also dedicating minimal time.
Employment History
Current Registrations
Single Point Partners
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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