Jennifer M. Verina

ALTEGRIS ADVISORS

SAN JUAN CAPISTRANO, CA 92675

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CRD#: 6748011

Professional summary

Jennifer Megan Verina, who also goes by Jennifer Megan Brancato, Jennifer Megan Greenhill, is a registered financial advisor currently at ALTEGRIS ADVISORS, LLC located in San Juan Capistrano, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jennifer has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Megan Brancato | Jennifer Megan Greenhill

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 Megan Verina'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®

None

Experience

Current

October 10, 2018 - Present

ALTEGRIS ADVISORS, LLC

Office #1: 31103 Rancho Viejo Road Suite D3-312, San Juan Capistrano, CA 92675

RIA

CRD#: 154003

SAN JUAN CAPISTRANO, CA

Past

October 19, 2018 - November 3, 2023

ALPHAMAX DISTRIBUTORS, L.L.C.

CRD#: 8258

LA JOLLA, CA

Past

February 20, 2018 - June 29, 2018

ALTEGRIS ADVISORS, LLC

RIA

CRD#: 154003

LA JOLLA, CA

Past

May 15, 2017 - June 29, 2018

ALPHAMAX DISTRIBUTORS, L.L.C.

CRD#: 8258

LA JOLLA, 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".

ALTEGRIS ADVISORS, LLC

CRD#: 154003 / SEC#: 801-71496

RIA

Registered Investment Advisory firm - (6/9/2010 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

California
(10/10/2018)

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 65

Date: 2/20/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 6/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/6/2017

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/15/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/18/2017

General Securities Principal Examination

Current Firm

ALTEGRIS ADVISORS, LLC

CRD#: 154003 / SEC#: 801-71496

RIA

Registered Investment Advisory firm - (6/9/2010 Approved)

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Contact information

Main Address

31103 Rancho Viejo Road Suite D3-312, San Juan Capistrano, CA 92675

Mailing Address

Phone number

(858) 459-7040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 149,598,976

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 M. Verina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALPHAMAX DISTRIBUTORS, L.L.C.

ALTEGRIS ADVISORS, LLC

ALPHAMAX DISTRIBUTORS, L.L.C.

Primary Firm SEC Registration

ALTEGRIS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2018

Series 63

Date: 7/31/2017

Series 99TO

Date: 1/2/2023

SIE

Date: 6/29/2018

Series 3

Date: 11/6/2017

Series 7

Date: 5/15/2017

Series 24

Date: 9/18/2017

Current Firm

ALTEGRIS ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

ALTEGRIS ADVISORS, LLC

TRUST BUT VERIFY

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