JAZMIN GABRIELA CARPENTER
Vice President, Investments
Wedbush Securities
Understanding client concerns, developing asset allocations that fit objectives and tolerance for risk, evaluating money managers and screening and recommending alternative investments to meet stated objectives, are the tools Jazmin Gabriela Carpenter uses to build trusted relationships.
Working with her clients to help develop strategic short, medium and long-term investment plans is at the heart of Carpenter’s advisement approach. Strong relationships are often defined by shared beliefs. When it comes to advising her clients on one of the most important areas of their life – their family’s financial security – it is important they know the core values and beliefs that define their advisor’s practice. Carpenter has a firm grasp on every aspect of the front and back office. Her more than a decade-long experience in operations, client services and sales give her a distinct advantage in working with client portfolios, including high net-worth individuals and families.
