RJ
Rene A. Jarquin
SINGLE POINT PARTNERS
Boston, MA 02116
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CRD#: 4719330
RJ
Professional summary
Rene Antonio Jarquin is a registered financial advisor currently at SINGLE POINT PARTNERS located in Boston, Massachusetts.
Rene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Rene has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) The Home For Little Wanderers - Board of Directors; Investment Related; Address:10 Guest Street, Boston, MA 02135; Position: Board Member & Investment Sub-committee Chair; Nature of position: Assist in creation of organization's investment policy statement and selection of endowment investment manager; Approximately 2-4 hrs/month devoted; Start Date:12/2014; Not compensated for board membership
2) MassVentures - Board of Directors; Investment Related; Address:308 Congress Street, 5th Floor, Boston, MA 02210; Position: Board Member; Nature of position: Attend monthly board meetings and assist in corporate governance and vote on investment selection; Approximately 3 hrs/month devoted; Start Date:02/2017; Not compensated for board membership.
CRS (Client Relationship Summary) - RIA
Click below to view Rene Antonio Jarquin's 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®
NoneExperience
Current
May 8, 2017 - Present
SINGLE POINT PARTNERS
Office #1: 277 Dartmouth Street 4th Floor, Boston, MA 02116RIA
CRD#: 163793
Boston, MA
Past
February 4, 2004 - April 6, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOSTON, MA
Past
December 18, 2003 - April 6, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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".
SINGLE POINT PARTNERS
SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC
CRD#: 163793 / SEC#: 801-112849
RIA
Registered Investment Advisory firm - (4/16/2018 Approved)Massachusetts
Registered Investment Advisory firm - (4/19/2018 Terminated)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(5/8/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SINGLE POINT PARTNERS
SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC
CRD#: 163793 / SEC#: 801-112849
RIA
Registered Investment Advisory firm - (4/16/2018 Approved)Massachusetts
Registered Investment Advisory firm - (4/19/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
277 Dartmouth Street 4th Floor, Boston, MA 02116
Mailing Address
Phone number
(617) 600-0510
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,028 |
| AUM (Assets Under Management) | $ 567,607,386 |
Red Flags
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Company Information
SINGLE POINT PARTNERS
CRD#: 163793Boston, MA 02116TRUST BUT VERIFY
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