Jazmin Gabriela Carpenter

Biography

Working with her clients to help develop strategic short, medium, and long-term investment plans is at the heart of Jazmin Gabriela 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.

Jazmin was born in one of the poorest areas of Mexico City, Mexico. As a teen, she came to the United States and by the time she graduated High School, Jazmin was a vocal leader in her community and school. She began her career in financial services, at Smith Barney, shortly after graduating, while attending Community College at night.

Her strong work ethic and desire to help clients realize their financial goals, was the determination she needed to work her way up to being a financial advisor. Jazmin has a firm grasp on every aspect of the front and back office, having started her career in operations before becoming a Registered Client Services Associate, then a Sales Assistant. It is in each of these roles that opened up new doors and opportunity for Jazmin.

It was only when her mentor retired that she took the leap to take on the role of Financial Advisor. Her more than a decade in operations, client services and sales give her a distinct advantage in working with client portfolios, including high net-worth individuals and families.

Active in her community, Jazmin is a regular volunteer at a local homeless shelter, donates time and money to the animal humane society and serves on the School Site Council for her local high school. She and her husband, Robert, have two daughters and make their home in Eagle Rock, California.

RECOGNITION/MEMBERSHIPS

• Volunteering for the homeless and the Humane Society
• Member of the School Site Council in Eagle Rock, CA

SPECIALIZATIONS

• Asset Management
• Financial Planning
• Retirement Planning
• Wealth Management

Credentials

• Series 7 and 66 securities licenses
• Licensed in 7 states (CA, CO, CT, MT, NM, TX, and WI)

Mission Statement