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Jennifer Mary Bravo

Entrust Financial LLC

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About Jennifer Mary Bravo

Jennifer Bravo is a registered Investment Advisor Representative with Entrust Financial LLC. Jennifer has been in the financial services industry since 2011 and has a broad range of experience working with clients on their financial goals. Jennifer is also a Certified Financial Planner. Jennifer holds the Series 63, Series 65, Series 7, Series 79, and SIE licenses. Jennifer has worked with individuals, corporations, charitable organizations, and high-net-worth individuals. Jennifer is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Jennifer Bravo is currently registered with Entrust Financial LLC. Entrust Financial LLC is a registered investment advisor headquartered in Wayne, PA, with approximately $315 million in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Entrust Financial LLC has a team of 5 investment advisor representatives who offer personalized services tailored to each client's unique financial needs.
Entrust Financial LLC

487 DEVON PARK DRIVE

WAYNE, PA 19087

$315.24M

Assets Under Management

14

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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financial planning services

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

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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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percentage of assets

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

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Jennifer Bravo’s Registration & Firm History

PA

04/23/2021 - Present

Entrust Financial LLC (WAYNE PA)

PA

03/19/2015 - 08/02/2017

SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)

NY

01/24/2011 - 07/16/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/22/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Mary Bravo.
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