Jennifer K. Silver

REDWOOD INVESTMENTS

NEWTON, MA 02458

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CRD#: 2916296

Professional summary

Jennifer Katz Silver, who also goes by Jennifer Katz, is a registered financial advisor currently at REDWOOD INVESTMENTS, LLC located in Newton, Massachusetts.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jennifer has worked at 3 firms and has passed the Series 63, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Katz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Katz Silver's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 24, 2004 - Present

REDWOOD INVESTMENTS, LLC

Office #1: One Gateway Center, Suite 802, Newton, MA 02458

RIA

CRD#: 133028

NEWTON, MA

Past

July 26, 2002 - April 2, 2003

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

BOSTON, MA

Past

November 20, 1997 - April 2, 2003

NEUBERGER BERMAN MANAGEMENT LLC

CRD#: 5493

NEW YORK, NY

Past

November 4, 1997 - April 2, 2003

NEUBERGER BERMAN BD LLC

CRD#: 2908

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDWOOD INVESTMENTS, LLC

HYPERION INVESTMENTS LLC | REDWOOD INVESTMENTS, LLC

CRD#: 133028 / SEC#: 801-63597

RIA

Registered Investment Advisory firm - (10/20/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/24/2004)

IAR

Texas
(4/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/21/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/3/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/1/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/8/2002

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 3/20/1998

General Securities Principal Examination

Current Firm

REDWOOD INVESTMENTS, LLC

HYPERION INVESTMENTS LLC | REDWOOD INVESTMENTS, LLC

CRD#: 133028 / SEC#: 801-63597

RIA

Registered Investment Advisory firm - (10/20/2004 Approved)

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Contact information

Main Address

265 Franklin Street Suite 1603, Boston, MA 02110

Mailing Address

Phone number

(617) 467-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REDWOOD INVESTMENTS ADV PART 2B (3/31/2025)

REDWOOD INVESTMENTS ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 1,051,815,908

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer K. Silver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Katz Silver's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN MANAGEMENT LLC

NEUBERGER BERMAN BD LLC

Primary Firm SEC Registration

REDWOOD INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/21/1997

Series 7

Date: 11/3/1997

Series 10

Date: 3/1/2002

Series 9

Date: 2/8/2002

Series 24

Date: 3/20/1998

Current Firm

REDWOOD INVESTMENTS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDWOOD INVESTMENTS, LLC

TRUST BUT VERIFY

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