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Jaclyn Rose Gantz

MacQuarie Investment Management Business Trust

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About Jaclyn Rose Gantz

Jaclyn Rose Gantz is a registered representative with Macquarie Investment Management Business Trust. Jaclyn has been in the financial industry since 2017 and has passed several exams, including Series 66, Series 7 and SIE. Jaclyn is registered in 53 states and 44 states for investment advisory services. Jaclyn is currently registered in Pennsylvania.

Firm Information

Jaclyn Gantz is currently registered with MacQuarie Investment Management Business Trust. Macquarie Investment Management Business Trust is a registered investment advisor based in Philadelphia, Pennsylvania. With over $190 billion in regulatory assets under management, the firm provides portfolio management services to a range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also offer structured product/securitization advice, transition management, and selection of other advisors. The firm is a subsidiary of Macquarie Group Limited, a global financial services provider.
MacQuarie Investment Management Business Trust

610 MARKET STREET

PHILADELPHIA, PA 19106

$190.96B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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structured product/securitization advice/transition management

Structured product/securitization advice/transition management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jaclyn Gantz’s Registration & Firm History

PA

04/20/2020 - Present

MacQuarie Investment Management Business Trust (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 09/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclyn Rose Gantz.
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