JK
Jennifer Krakower
Partner, Managing Director at Advisorassist
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Work Experience
Nov 2019 - Present · 5 years and 1 months
Partner, Managing Director
Jul 2022 - Present · 2 years and 5 months
Managing Director
Jul 2021 - Jul 2022 · 1 years
Avp, Senior Consultant
Nov 2019 - Jul 2021 · 1 years and 8 months
Company Details
11-50 Employees
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology. Services include: - RIA Transition Strategy & Registration - RIA Registration and Compliance Design - Ongoing Compliance Support - Strategic, Operational & Marketing Planning http://AdvisorAssist.com
Year Founded
2006
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Retirement & Financial Planning
HQ Location
892 Plain St 10 Marshfield, Massachusetts 02050, US
Keywords
RIA ComplianceRIA RegistratioBreakaway AdvisorsFee-Based AdvisorCCO SupportRIA Transition StrategyBusiness PlanningOutsourced Services
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