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Jennifer Lynne Miranda

TCP Asset Management, LLC

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About Jennifer Lynne Miranda

Jennifer Miranda is a financial professional with over 14 years of experience in the industry. Jennifer is currently registered with TCP Asset Management, LLC and holds a Series 7TO, Series 66, Series 24, Series 63, and Series 11 license. Jennifer previously worked at Associated Securities Corp. in Rancho Mirage, CA. Jennifer offers financial planning, selection of other advisors, and portfolio management services for individuals and businesses. Jennifer is licensed in California and offers both advisory and brokerage services to clients.

Firm Information

Jennifer Miranda is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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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other

Solicitor's fees

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Jennifer Miranda’s Registration & Firm History

CA

04/10/2024 - Present

TCP Asset Management, LLC (Palm Springs CA)

CA

04/13/2009 - 08/03/2009

ASSOCIATED SECURITIES CORP. (RANCHO MIRAGE CA)

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Licenses & Designations

BOTH

Issued 03/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2024

Series 24 - General Securities Principal Examination

BC

Issued 02/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2009

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lynne Miranda.
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