Jennifer Tamayo
Professional Summary
Jennifer Tamayo, who also goes by Jennifer Ann Guarch, is a registered financial advisor currently at GENTRUST located in Miami, Florida. Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jennifer has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jennifer Ann Guarch
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1450 Brickell Avenue Suite 3050, Miami, FL 33131Phone Number
(305) 677-6688# of Employees
40SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,527AUM (Assets Under Management)
$5,202,073,997Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/29/2026 | Cover Page | Report |
| 07/28/2025 | Cover Page | Report |
| 08/26/2024 | Cover Page | Report |
| 11/27/2023 | Cover Page | Report |
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SUMMIT FINANCIAL, LLC
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.
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SUMMIT FINANCIAL, LLC
Primary Firm SEC Registration
GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(10/30/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2012About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2012About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Tamayo's CRS (Customer Relationship Summary).
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