AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JM

Jennifer L. Miranda

TCP ASSET MANAGEMENT
Palm Springs, CA 92264
CRD#: 5127489
Some features on this profile are disabled
JM
Jennifer Lynne MirandaTCP ASSET MANAGEMENT

Professional summary

Jennifer Lynne Miranda, who also goes by Jennifer L Larson, Jennifer Lynne Larson, is a registered financial advisor currently at TCP ASSET MANAGEMENT, LLC located in Palm Springs, California and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Palm Springs, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jennifer has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 11 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer L Larson | Jennifer Lynne Larson

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 Lynne Miranda'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

April 10, 2024 - Present

TCP ASSET MANAGEMENT, LLC

Office #1: 500 South Palm Canyon Dr. Ste. 204, Palm Springs, CA 92264
RIA
CRD#: 286037
Palm Springs, CA
Current

August 3, 2009 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 500 South Palm Canyon Dr. Ste. 204, Palm Springs, CA 92264
RIA
BD
CRD#: 20804
Palm Springs, CA
Past

April 13, 2009 - August 3, 2009

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
RANCHO MIRAGE, CA

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".
TA
TCP ASSET MANAGEMENT, LLC
TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA
Registered Investment Advisory firm - (1/3/2017 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/20/2024)
IAR
California
(4/10/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/30/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/25/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 11
Date: 4/10/2009
Assistant Representative-Order Processing Qualification Exam
Principal/Supervisory Exam
RR
Series 24
Date: 7/30/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TCP ASSET MANAGEMENT, LLC
TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
Loading...

Contact information

Main Address
5000 Horizons Drive, Upper Arlington, OH 43220
Mailing Address
Phone number
(614) 761-9378
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCP ASSET MANAGMENT, LLC FIRM BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts5,021
AUM (Assets Under Management)$ 1,182,711,742

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.

Company Information

TCP ASSET MANAGEMENT, LLC

CRD#: 286037Palm Springs, CA 92264

TRUST BUT VERIFY

Monitor Jennifer Miranda

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Nilay Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
Jeffrey Michael Kropp
Jeffrey KroppAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Chadds Ford, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.