Jennifer Marcelle-James
Jennifer Marcelle-James is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 13 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jennifer is the Deputy Chairman of the Board of Directors for her spouse's holding company, JCE Holdings LTD, which owns residential and commercial properties. She also serves as a notary public in Florida, volunteers in finance at her church, and has a passive position in a family business. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Efg Capital International CORP.
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
State Registrations1 state
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.