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Member & Chief Investment Officer · Single Point Partners

Rene A. Jarquin

CRD 4719330 · Named on Form ADV at one SEC-registered adviser

At a glance

Single Point Partners, an SEC-registered wealth manager based in Boston, MA with $641 million in regulatory assets, lists Rene A. Jarquin on its Form ADV as Member & Chief Investment Officer, a control person.

Firms and roles

  • Single Point PartnersMember & Chief Investment OfficerWealth manager · Boston, MA · $641M in regulatory assets

AtlasMembers

Rene’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.