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Monique Brigitte Jaramillo

Intelligence Driven Advisers, LLC

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About Monique Brigitte Jaramillo

Monique Jaramillo is a registered investment advisor representative with Intelligence Driven Advisers, LLC, a firm with offices in Carlsbad, California. Monique has been in the financial services industry since 2012 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Monique is passionate about helping clients achieve their financial goals and provides personalized advice and guidance to meet their specific needs. Monique holds a Series 66 and Series 7TO licenses and is a dedicated advisor to individuals, families, and businesses.

Firm Information

Monique Jaramillo is currently registered with Intelligence Driven Advisers, LLC. Intelligence Driven Advisers, LLC is a Carlsbad, California-based investment advisory firm that provides a range of financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm manages approximately $977,894,615 in assets for over 1,000 clients.
Intelligence Driven Advisers, LLC

2792 GATEWAY ROAD

CARLSBAD, CA 92009

$977.89M

Assets Under Management

76

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Monique Jaramillo’s Registration & Firm History

CA

06/17/2022 - Present

Intelligence Driven Advisers, LLC (CARLSBAD CA)

CA

04/12/2021 - 06/10/2022

LPL FINANCIAL LLC (CORONADO CA)

MN

02/16/2022 - 05/31/2022

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)

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Licenses & Designations

BOTH

Issued 06/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monique Brigitte Jaramillo.
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