JM
JM

Jennifer Lynne Miranda

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
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Location

500 South Palm Canyon Dr., Ste 204, Palm Springs, CA, 92264

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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 an Executive Director and Compliance Analyst at TCP Asset Management, a DBA name for marketing purposes since May 2022. She also holds the same positions at TCP Asset Management LLC, a registered investment advisor, since July 2024.

Employment History
Current Registrations
Tcp Asset Management, LLC
April 2024 - Present · 1 yr 10 mos
United Planners' Financial Services of America a Limited PartnerBroker
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
Associated Securities CORP.Broker
April 2009 - August 2009 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.