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Jennifer Rebecca Marshall

Chilton Capital Management LLC

Houston, TX

CRD 7730634

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Employer firm

Chilton Capital Management LLC CRD 104592

$3.23B regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Chilton Capital Management Llc

1177 West Loop South Suite 1200, Houston, TX 77027-9062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-08
  • TX RA
    APPROVED
    Since 2023-06-08

Branch Locations

1177 West Loop South Suite 1200, Houston, TX 77027-9062 • 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
Westwood Holdings Group, Inc. Houston TX 07/2000 10/2020
Chilton Capital Management, Llc Houston TX 11/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-22
  • S65 Uniform Investment Adviser Law Examination
    2021-12-22

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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