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Jennifer Carey Trowbridge

Redtree Investment Group

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About Jennifer Carey Trowbridge

Jennifer Trowbridge is a financial professional with experience in the financial services industry. Jennifer is currently registered with Redtree Investment Group and has been in the industry since 2000. Jennifer holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Jennifer has previously worked with Robert W. Baird & Co. Incorporated and Fifth Third Securities, Inc. Jennifer is a member of the Entrepreneurs' Organization - Cincinnati Chapter and Xavier University's President's Advisory Council and Women of Excellence Council.

Firm Information

Jennifer Trowbridge is currently registered with Redtree Investment Group. Redtree Investment Group is an investment advisor based in Cincinnati, Ohio. The firm manages approximately $7.98 billion in assets for 484 clients, primarily state and municipal government entities. Their services include portfolio management for businesses, with a focus on providing investment advisory services for institutional investors.
Redtree Investment Group

5050 SECTION AVENUE

CINCINNATI, OH 45212

$7.98B

Assets Under Management

2

Total Clients

5

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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portfolio management for businesses

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

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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Jennifer Trowbridge’s Registration & Firm History

OH

07/16/2014 - Present

Redtree Investment Group (CINCINNATI OH)

OH

04/11/2008 - 09/17/2014

ROBERT W. BAIRD & CO. INCORPORATED (CINCINNATI OH)

OH

01/12/2000 - 07/12/2001

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 06/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Carey Trowbridge.
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