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Jennifer Erin Papadopolo

Corient

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About Jennifer Erin Papadopolo

Jennifer Erin Papadopolo is an investment advisor representative at Corient, a firm with offices in Miami, Florida, and Morristown, New Jersey. Jennifer has been in the financial industry since June 1994. She holds a Series 65 license, which allows her to provide investment advice to clients in both New Jersey and New York. Jennifer has experience working with a variety of clients, including individuals, families, corporations, and institutions. She has a special focus on helping clients reach their financial goals through a variety of investment strategies. Corient provides advisory services to clients, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services.

Firm Information

Jennifer Papadopolo is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

% of assets under advisement

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Jennifer Papadopolo’s Registration & Firm History

FL

11/21/2023 - Present

Corient (MIAMI FL)

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Licenses & Designations

IA

Issued 03/08/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Erin Papadopolo.
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