Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer McGrath Eaton is an Investment Advisor Representative at Ballentine Partners. Jennifer has been in the industry since 2006 and is registered with the state of Florida, Massachusetts and Texas. Jennifer holds a Series 65 license. Jennifer is a member of the Impact Palm Beaches Presidents' Council and Board of Directors of the Girl Scouts of Southeast Florida. Jennifer specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Project fees
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2
FL
07/30/2016 - Present
Ballentine Partners (PALM BEACH GARDENS FL)
IA
Issued 07/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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