# Jennifer McGee

> Jennifer McGee is a fee-only financial advisor at Equity Management Group in Camarillo, California. Equity Management Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jennifer-mcgee/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Equity Management Group
- **Based in:** Camarillo, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $67.3M across 88 accounts
- **CRD:** 2174305 (https://adviserinfo.sec.gov/individual/summary/2174305)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Jennifer McGee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Equity Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jennifer charge for financial advice?

Jennifer's firm, Equity Management Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jennifer McGee based?

Jennifer McGee is based in Camarillo, California.

### Is Jennifer McGee registered with the SEC?

Yes. Jennifer McGee is registered as an investment adviser representative in CA (CRD 2174305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equity Management Group manage?

Equity Management Group reports $67.3M across 88 accounts in assets under management.

### How do I contact Jennifer McGee?

Contact details aren't on file yet. Search for Equity Management Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2174305): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.