Jennifer Ramos
Jennifer Ramos is a registered investment advisor at Insigneo Advisory Services, LLC, based in Parrish, FL, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,346 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Insigneo Advisory Services offers several investment management options:
- Managed Accounts/IMAPs/Third Party Manager: Fees range from 0.40% to 2.50% of the account's gross asset value annually. Fees are negotiable and can be charged in arrears or in advance.
- Insigneo MultiAsset Portfolios (I-maps): Fees range between 0.25% and 0.50% annually, based on the value of your portfolio. Investment advisor representatives may charge an additional fee ranging between 1% to 2%, depending on the strategy the client selects under I-maps. This fee covers execution and platform fees.
Location
Parrish, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jennifer is a sole proprietor of a designer jewelry business, overseeing production and sales since 2015. This takes a few hours per week outside of business hours.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations7 states
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.