Jennifer Aguerrebere

GREENWOOD FAMILY ADVISORS LLC

Miami, FL 33131

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CRD#: 5348349

Professional summary

Jennifer Aguerrebere is a registered financial advisor currently at GREENWOOD FAMILY ADVISORS LLC located in Miami, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jennifer has worked at 4 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE, Series 7 and Series 24 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.

GDP INVESTMENT CONSULTING LLC, Not Investment Related. Consulting Services. Managing Member since June 2021. 20 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Aguerrebere'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

July 28, 2021 - Present

GREENWOOD FAMILY ADVISORS LLC

Office #1: 1395 Brickell Ave Suite 800, Miami, FL 33131

RIA

CRD#: 304820

Miami, FL

Past

July 29, 2014 - June 17, 2021

BOLTON SECURITIES CORPORATION

RIA

CRD#: 129376

Miami, FL

Past

July 2, 2014 - June 17, 2021

BOLTON SECURITIES CORPORATION

CRD#: 129376

Miami, FL

Past

April 4, 2014 - June 4, 2021

BOLTON GLOBAL CAPITAL

CRD#: 15650

Miami, FL

Past

June 5, 2008 - March 11, 2014

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

MIAMI, FL

Past

December 4, 2007 - March 11, 2014

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

MIAMI, FL

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".

GREENWOOD FAMILY ADVISORS LLC

CRD#: 304820 / SEC#: 801-122671

RIA

Registered Investment Advisory firm - (11/10/2021 Approved)

Florida

Registered Investment Advisory firm - (11/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(7/28/2021)

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

IAR

Series 66

Date: 5/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 7TO

Date: 9/8/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/8/2022

General Securities Principal Examination

Current Firm

GREENWOOD FAMILY ADVISORS LLC

CRD#: 304820 / SEC#: 801-122671

RIA

Registered Investment Advisory firm - (11/10/2021 Approved)

Florida

Registered Investment Advisory firm - (11/18/2021 Terminated)

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Contact information

Main Address

1395 Brickell Ave Suite 800, Miami, FL 33131

Mailing Address

Phone number

(305) 648-6405

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A GREENWOOD FAMILY ADVISORS (3/5/2025)

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 296,158,115

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 Aguerrebere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BOLTON SECURITIES CORPORATION

BOLTON SECURITIES CORPORATION

BOLTON GLOBAL CAPITAL

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

GREENWOOD FAMILY ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2008

Series 99TO

Date: 1/2/2023

Series 7TO

Date: 9/8/2022

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2007

Series 24

Date: 9/8/2022

Current Firm

GREENWOOD FAMILY ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENWOOD FAMILY ADVISORS LLC

TRUST BUT VERIFY

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