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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ma Rechenbach is an investment advisor representative with SVB Wealth. Jennifer has been in the financial services industry since 1990. Jennifer has a Series 3, 7, 63, and 65 license. Jennifer is registered to provide investment advice in Arizona, California, and North Carolina. Jennifer has experience in various financial services firms.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Planned giving, family office, wealth planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/22/2024 - Present
SVB Wealth (San Francisco CA)
NY
02/01/2000 - 06/07/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
12/12/1991 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
10/14/1991 - 12/16/1991
GENESIS MERCHANT GROUP SECURITIES L.P. (NEW YORK NY)
NJ
09/17/1990 - 09/27/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
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