Jennifer Collier Street

Employer firm

Claro Advisors Inc. CRD 160294

$1.41B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• CONSULTING, ESTATE PLANNING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Claro Advisors Inc.
  Boston, MA
• 03/2015 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2010-08-11 → 2014-09-11
  Corby Asset Management
  Hingham, MA
• 2005-06-06 → 2010-07-19
  Corby Capital Markets, Inc.
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA

Other Businesses

Name of Other Business: Mutual Securities, Inc.; Nature of the Other Business: Brokerage Firm Regulated by FINRA (CRD#:13092); Investment Related: Yes; Position/Title: Branch Office Principal; Start Date: 03/2015; Location: 185 Dartmouth Street, 6TH Floor, Boston, MA 02116; Start Date: 03/2015; Approximate Number of Hours/Month:15-20 hours per month during trading hours; Duties: Supervise the advisory persons of Claro that also serve as registered representatives of Mutual Securities Inc. Does not effect securities transactions for commissions.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-03

Other Names

• Jennifer Ruth Collier