JL
JL

Jennifer Liy Di Lorenzo

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3838 Tamiami Trail North, Suite 100, Naples, FL, 34103

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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 advisor associate at Park Shore Partners LLC, a hedge fund, dedicating about a quarter of her time. She also works as an advisor associate at HBKS Wealth Advisors, spending the majority of her time there.

Employment History
Current Registrations
Park Shore Partners LLC
July 2021 - Present · 4 yrs 7 mos
Hbks Wealth Advisors
July 2021 - Present · 4 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.