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Jennifer M
Series 65
Camarillo, CA
Equity Management Group
Jennifer McGee is a financial advisor at Equity Management Group in Camarillo, CA, holding a Series 65 designation with 31 years of industry experience. She has been with Equity Management Group since 1992. Equity Management Group provides fee-only investment management and financial planning to individuals, trusts, estates, non-profit corporations, and retirement plans under a fiduciary standard. The firm manages approximately $62.6 million across about 80 client relationships, offering discretionary portfolio supervision and periodic financial planning, with an investment approach that combines independent research and proprietary analysis tailored to clients’ goals and risk tolerance.
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