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Jennifer Carey Trowbridge

Redtree Investment Group

Cincinnati, OH

CRD 3000281

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Employer firm

Redtree Investment Group CRD 171615

$9.68B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Redtree Investment Group

5050 Section Avenue Suite 420, Cincinnati, OH 45212 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-07-16
  • OH RA
    APPROVED
    Since 2014-07-16

Branch Locations

5050 Section Avenue Suite 420, Cincinnati, OH 45212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Redtree Investment Group Cincinnati OH 09/2014 Present
Previous Registrations
Other Businesses

Xavier University; not investment related; President's Advisory Council and Women of Excellence Council; Member; Member; 01/01/2015; 5 hrs/month; 1 hr/month during securities trading hours; Volunteer and attend meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-08
  • S66 Uniform Combined State Law Examination
    2012-06-08
Designations
  • Chartered Financial Analyst
Other Names
  • Jennifer Carey Kunz

View on SEC IAPD

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