Principal & Chief Compliance Officer · Entrust Financial LLC
Jennifer M. Bravo
CRD 5857778 · Named on Form ADV at one SEC-registered adviser
At a glance
Entrust Financial LLC, an SEC-registered wealth manager based in Wayne, PA with $351 million in regulatory assets, lists Jennifer M. Bravo on its Form ADV as Principal & Chief Compliance Officer, a control person.
Firms and roles
- Entrust Financial LLCPrincipal & Chief Compliance OfficerWealth manager · Wayne, PA · $351M in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joslyn G. EwartFounder, Entrust Financial LLC
- McKenzie J. FrankelPrincipal, Entrust Financial LLC
- Jay G. LlewelynResearch Analyst & Portfolio Associate, Shareholder, Entrust Financial LLC
- Joseph MartinezAssociate Investment Advisor, Shareholder, Entrust Financial LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.