Jenna Biancavilla
CRD Number: 5734217
Current Firm: 17 Capital Partners, LLC
Compensation Model: Commission Only
Jenna Biancavilla (CRD# 5734217) is an Investment Advisor Representative working at Pearl Capital Management & 17 Capital Partners in Phoenix, AZ and has over 8 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Svvy, LLC | Phoenix, AZ | May 2023 - Current | < 1 |
| 17 Capital Partners, LLC | Phoenix, AZ | Mar 2016 - Current | 8 |
| Geneva Financial | Phoenix, AZ | Apr 2014 - Current | 10 |
| Berthel Fisher & Company Financial Services, Inc. | Phoenix, AZ | Jan 2013 - Mar 2016 | 3 |
| The Higher Education Financial Aid Resources Group | Phoenix, AZ | Jul 2010 - Mar 2016 | 5 |
| San Tan Financial | Chandler, AZ | Mar 2010 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management185MILLIONS
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Total Number of Accounts273ACCOUNTS
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Average Account Value$677,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IA, NE, NH, TX
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