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Jennifer Lanza Weinstein

Ridgewood Capital Management

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About Jennifer Lanza Weinstein

Jennifer Lanza Weinstein is an investment advisor representative with Ridgewood Capital Management. Jennifer is registered with the state of California and Pennsylvania. Jennifer obtained her Series 65 license in February 2001. Jennifer has worked in the financial industry since October 2000. Jennifer provides financial planning and portfolio management services to individuals. Ridgewood Capital Management has over $30 million in assets under management.

Firm Information

Jennifer Weinstein is currently registered with Ridgewood Capital Management. Ridgewood Capital Management is an investment advisory firm located in New Jersey. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $30 million in assets for approximately 60 clients.

$30.77M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Jennifer Weinstein’s Registration & Firm History

PA

04/12/2001 - Present

Ridgewood Capital Management (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 02/02/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lanza Weinstein.
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