JR
CFA
JR
CFA

Jenny Riera

12 Years of Experience
Miami, FL
Broker

Jenny Riera is a CFA-designated registered investment advisor at Blackrock Investment Management, LLC, based in Miami, FL, with 12 years of industry experience. Jenny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 10,859 clients with $680B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
668 advisors
Number of Clients
10,859 clients
Average Client Portfolio
$62.3M average
Assets Under Management
$676.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.65%
$1.0M - $3.0M0.60%
$3.0M - $10.0M0.45%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50M+0.25%

Rates reflect general equity strategies. Fixed income strategies have separate tiered schedules starting at 0.35% down to 0.15%. Other specialized strategies have flat rates ranging from 0.10% to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

701 Brickell Avenue, Miami, FL, 33131

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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

Jenny is a Real Estate Sales Associate with Florida Realty Of Miami Corp. and a member of the Miami Association of Realtors. She buys, rents, and sells residential real estate, including her own properties.

Employment History
Current Registrations
Blackrock Investment Management, LLC
October 2014 - Present · 12 yrs
Blackrock Investments, LLCBroker
September 2014 - Present · 12 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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